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Think Retirement

Lead your annual client meetings with an IRA review. MFS IRA resources help you open doors to clients assets.

Ask the right Roth questions: MFS Roth IRA resources help you

  • ask the right questions
  • understand conversion factors

Roth conversions Facts and factors

  • make Roth conversions part of your annual review
  • find optimum conversion amounts for your clients
  • position yourself as lead retirement advisor

MFS does not provide legal, tax or accounting advice. Any statement contained in this communication (or elsewhere on this web site) concerning U.S. tax matters, was not intended or written to be used, and cannot be used, for the purpose of avoiding penalties under the Internal Revenue Code. The views expressed are subject to change at any time and do not necessarily reflect the views of MFS or others in the MFS organization.

You should recommend products based on your client's financial needs, goals, and risk tolerance.

FOR DEALER USE ONLY. Not to be shown, quoted or distributed to the public.


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