Knowledge Center | Retirement

Retirement Knowledge Center

	Asset Allocation - Risk and Reward 1926-2011 \| As advisors seek to allocate client assets according to risk and return objectives, a historical perspective on the value of diversification may be useful. This paper includes a chart with a wealth of annual return statistics and measures for a range of asset class mixes (stocks, bonds, cash) plus an illustration of the range of returns produced by those asset class mixes.
	Retirement Plan Market Short Form Pitchbook Setup Guide (Generic) \| Guide to help introduce your value oroposition with a short-form retirement pitchbook.
	Retirement Plan Market Short Form Pitchbook (Generic) \| Customizable pitchbook that an advisor can utilize to introduce the value of an advisor’s practice to prospective plan sponsor clients or key centers of influence.
	Retirement Plan Comparison Chart 2012 \| A comprehensive overview of the features and advantages of the different types of retirement plans.
	Prospecting Mailer: Weighing the Roth Conversion Opportunity \| Effective January 1, 2010, more investors will have the opportunity to convert taxable retirement savings into a Roth IRA, where qualified distributions are tax-free. This prospecting mailer is intended for advisors to use with their clients.

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