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RETIREMENT: Action steps for your business

HERITAGE PLANNING > RETIREMENT
UNDERSTAND 1
CONNECT
  • Help clients age 30-50 focus on accumulating assets.
  • Conduct preretirement planning sessions with clients age 50-65.
  • Create and review income distribution strategies with clients 65 and older.
  • Look for rollover opportunities with all.
2
DELIVER Provide clients with information that could help them
  • maximize 401(k) and IRA contributions
  • allocate/diversify/rebalance/consolidate assets
  • create a viable income distribution plan
3
PRODUCTS & STRATEGIES
Asset Allocation Funds
Provides convenient access to a broadly diversified, professionally managed portfolio of underlying MFS funds in a single investment and is rebalanced
      Sales tools
Lifetime Funds
Provides a convenient access to a professionally allocated, broadly diversified, rebalanced portfolio of MFS funds in a single investment. The allocation strategy will become more conservative as the fund's target date approaches.
      Sales tools
Family of Funds
Help clients create their own long-term portfolios of individual MFS mutual funds
      Overview
Stretch IRA
Help clients pursue long-term, tax-deferred growth, retirement income, and legacy planning goals
  Key points Brochure Forms kit
Rollover IRA
Help clients consolidate accounts, keep control of their assets, and maintain tax-deferred benefits
  Key points Brochure Forms kit
4