End-of-Year Special—Save an Extra $100 (While Supplies Last)

Boomers Expect Their Advisor to Help Them Make Smart Decisions About Retirement Planning…

Be Sure You Give Them The Baby Boomer’s Guide to IRA Planning.

The Reference Guide

Yes, please send me the client-handout reference pack (50) of The Baby Boomer's Guide to IRA Planning for only $97 (save $100 while supplies last), so I have copies to share with pre-retirees. 

Dear Advisor,

Your baby boomer clients need help sorting through the complexities of IRA planning. The decisions they make now can have a tremendous impact on their overall retirement plan…

Our Client Reference, The Baby Boomer’s Guide to IRA Planning, will answer those tough questions clients and prospects have about their retirement accounts.

Jeffrey Levine, CPA  developed this informative, easy-to-read client resource that helps clients get a handle on the complicated aspects of IRA planning.

The Ultimate Take-Away for the Boomer Client

When clients come to you with questions about IRAs, it presents an opportunity for you to demonstrate knowledge and mastery of a complicated and important topic, retirement planning.

Now, you can give them a takeaway that sums up the major points of IRA and retirement planning with The Baby Boomer’s Guide to IRA Planning.

This 4-panel, 2-sided, 8.5" x 11", reference guide for clients reinforces your expertise and helps to explain key concepts every client must consider when making IRA Planning decisions, including:

• What is an IRA
• Who is eligible to contribute to a traditional IRA
• Traditional IRA contributions
• How IRA withdrawals are taxed
• Other potential “side effects” of IRA distributions
• Roth IRA contributions
• Roth IRA conversions
• Income tax-free Roth IRA qualified distributions
• Other Roth IRA distributions
• What investments are allowed within an IRA
• Benefits of tax-deferred growth
• Retirement assets held in employer-sponsored retirement plans
• Moving retirement account money
• Required minimum distributions
• The importance of the beneficiary form
• The “Stretch IRA”
• Trust as IRA beneficiaries
• Spousal IRA beneficiaries
• Limits and risks 

6 Reasons to Give Clients the Boomers Guide to IRA Planning

1. Because you’re the expert. People want their advisor to be a source of important information and the Boomer’s Guide to IRA Planning is just such an example.
2. Because Boomers are curious. Years ago life was simpler and retirement was really no different. People didn’t spend too much time worrying about running out of money or how to implement an effective and tax-efficient “distribution plan” for their assets in retirement because they didn’t have to.
3. Because the guide demonstrates IRA’s complexity. IRA planning is easier said that done because it typically interacts with so many other aspects of your client’s overall plan, such as investment planning, tax planning and estate planning.
4. Because it’s a good “marketing touch.” Pop a copy of the Guide in the mail, along with a cover letter, to all your clients in the pre-retirement mode. They’ll be impressed by your forward- thinking.
5. Because it’s a perfect handout. Share with clients and prospects at meetings, workshops and other events where you need or want personalized material to share with others.
6. Because it demonstrates your commitment to keeping clients abreast of IRA planning. And when people know you’re committed to them and your profession, that promotes loyalty and referrals.

Order Your 50-Pack Today and Save $100!

The Baby Boomer’s Guide to IRA Planning is a great, inexpensive hand-out for clients, prospects, and strategic allies.

When you share the Guide with your clients, you’ll remind them of your commitment, expertise and professionalism. The Baby Boomer’s Guide to IRA Planning is the kind of resource that your clients and prospects will share with friends, family, and colleagues as well.

Order your copies of the handout today—that’s 50 copies of The Baby Boomer’s Guide to IRA Planning for just $97—a 50% savings off the full price.

The Boomers Guide to IRA Planning fee will be charged directly to your credit card. Our online process is secure and you can safely provide your credit card info below.

About Horsesmouth

Since 1997, Horsesmouth has been helping financial advisors succeed by providing timely guidance on key topics such as business development, practice management, financial planning and investment strategies.

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