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Retirement Resources

	Document	Audience
	Different Eggs, Different Baskets: The Potential Benefits of Recharacterization when Utilizing Separate Accounts After a Roth conversion, there may be a number of reasons why an investor may choose to recharacterize some, not all, of the assets that were initially converted to a Roth back to a traditional IRA. However, anti-cherry-picking rules may negate the benefit of recharacterization if separate Roth IRA accounts for separate asset classes are not utilized. This brochure uses two hypothetical illustrations to compare the impact of anti-cherry-picking on assets that are commingled within one account to its impact on assets that are held in separate accounts.	Advisor
	Hatching a Nest Egg: Key Issues of Retirement Distribution This paper discusses the changing retirement landscape and the important issues advisors must consider as they shift their focus from accumulation to distribution planning for their clients.	Advisor
	Briefing Paper: Managing Retirement Income Through Economic and Market Cycles This paper presents five decision rules designed to help advisors and clients deal with the uncontrollable variables of market performance and inflation during the retirement asset distribution phase.	Advisor
	Roth IRA Conversion Call to Action Checklist Call to Action Points for financial advisors regarding the 2010 Roth IRA conversion opportunity.	Advisor
	The Roth IRA Conversion Opportunity Seminar An investor-oriented presentation that highlights the unique 2010 Roth conversion opportunity and identifies key considerations when converting to a Roth IRA.	Advisor
	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.	Advisor
	Seminar Invite Template: 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 customized invitation is intended for advisors to use with their clients inviting them to a Roth IRA Seminar.	Advisor
	Briefing Paper: 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 paper examines who might consider converting all or a portion of their qualified, tax-deferred assets to a Roth IRA; compares characteristics of traditional and Roth IRAs; and presents key considerations when converting to a Roth IRA.	Advisor
	White Paper: Roth IRA Conversion: New Opportunities for Affluent Investors Effective January 1, 2010, anyone earning a taxable income will become eligible to convert tax-deferred dollars to a Roth IRA. This paper examines who should consider converting all or a portion of their qualified, tax-deferred assets to a Roth IRA; some important considerations when converting; and the rules around recharacterization of a Roth IRA back to a traditional IRA.	Advisor

"Retirement Resources Content" on Nuveen Investments Wealth Management Services’ website contains informational and educational materials relating to financial matters. Such materials are not intended to constitute an offer, solicitation, recommendation or advice regarding any securities, funds or investment strategy. This site contains general tax information. Nuveen is not a tax advisor. Please note that this information should not replace a client’s consultation with a professional advisor regarding their tax situation. Materials are current as of the date indicated on each piece, and such materials may become outdated or otherwise superseded at any time without notice to you.
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