Wolters Kluwer Financial Services

Traditional IRA Marketing Program

This program focuses on the combined enhancements to traditional and Roth IRAs. Directed toward a more mature audience, the program explains how today's IRAs are better than ever. It highlights benefits such as increased contribution limits, tax credit for low-income savers, relaxed conversion rules, expanded rollover options, and nonspouse beneficiary options. In addition, this program's theme emphasizes how establishing an IRA can help instill a family value of investing in the future.

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