Whether your client is just beginning to build their retirement savings or they’re looking to generate income during retirement, we have investments and tools that can help you develop a plan for their retirement goals.
Retirement Plan Overview - Quick Reference Guide
The flyer outlines contribution limits, eligibility requirements and other details on individual and employer-sponsored retirement plans.
Solo(k)
The Benefits of a Solo(k)
We know how hard it is to be a small business owner. Let us help you make retirement a reality for you and your employees by enrolling in a Franklin Templeton Solo(k).
Franklin Templeton Solo(k) - Representative Brochure
A Solo(k) is an excellent way to maximize retirement contributions; both employers and employees can contribute. Learn how the Franklin Templeton Solo(k) can help make retirement a reality for your self-employed and small business owner clients.
Franklin Templeton Solo(k) - Client Brochure
A Solo(k) is an excellent way to maximize retirement contributions; both employers and employees can contribute. Learn how the Franklin Templeton Solo(k) can help make retirement a reality for yourself and your small business.
Retirement Planning
What a Difference a Year Makes
Preparing for a 30-year retirement isn’t easy, given the uncertainty of today’s markets. There are a number of important issues to consider to ensure income lasts.
The Home Stretch: Seven Things You Need to Do in the Decade Before You Retire - Client Seminar
Educate clients on the myriad of choices, important dates, and decisions they’ll need to make as they wind down their working life and prepare for retirement.
The Home Stretch: Seven Things You Need to Do in the Decade Before You Retire - Client Workbook
A companion workbook that can be used with the presentation - The Home Stretch: Seven Things You Need to Do in the Decade Before You Retire.
Retirement Income
Making it Last: Advanced Retirement Income Strategies for Everyday Investors
Help clients overcome what may be one of their biggest fears when facing retirement – running out of money.
Building Retirement Income Strategies
With declining interest rates and greater market volatility, here are some approaches to consider when developing a sustainable retirement income strategy.
Tax-Smart Withdrawals
Avoid a big tax surprise by understanding the taxes retirees are likely to face and developing smart withdrawal strategies.
Installing Guardrails for Volatile Markets
Entering retirement at the wrong time can significantly impact income in retirement. Here are some ways to help offset market volatility early in retirement.
Social Security
Re-Think Social Security
A brochure that looks at some of the issues that should be considered before making decisions about starting Social Security benefits.