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Retirement & College Planning

Milestone Marketing
Milestone Marketing is an age-based opportunities program designed to help you identify and address key retirement planning issues with clients through their 50s, 60s, and 70s.
IRAs
IRAs offer flexible, tax-efficient strategies for clients focused on accumulating wealth for retirement, transitioning wealth, or taking income distributions during retirement. Review the advantages and features of each of our IRAs: Traditional, Roth, Rollover, Stretch, and 72(t) Early Income Distribution.
Small Business Employer Plans
These special retirement plans enables small business owners to offer their employees retirement plans that are affordable and easy to set-up and maintain.
529 College Planning
Resources to help you capture education investment assets and support your clients' planning needs.
Seminar Resource Center
Hosting a seminar is a great way to get in front of your clients. MFS' Seminar Resource Center is your one-stop source for planning and conducting successful client and prospect meetings.