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January 22, 2025

Retirement Plan Marketing Materials Updated with IRS 2025 Guidance

Use these marketing materials to navigate the tax year with confidence.

Welcome to the 2025 tax year! As we step into the new year, it’s essential to stay informed about the latest IRS guidelines and how they may impact your clients’ retirement strategies.

Please use the marketing materials provided here to navigate the tax year with confidence.

2025 Tax Reference Guide

2025 Tax Reference Guide
Cat No. 66629

2025 Tax Reference Guide – CoBrand on Demand
Cat No. 107852

403(b) and 457(b) Plans

Comparison of 403(b) Plan Versus 457(b) Plan
Cat No. 102834

Roth 403(b) Plans for Education Professionals
Cat No. 100727

Individual Retirement Plans (IRAs)

IRA’s Traditional and Roth
Cat No. 102758

SEP and SIMPLE IRAs

TC7546615(0125)1

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National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT, Life Insurance Company of the Southwest, Addison, TX, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York.

TC110263(1019)1

For Agent Use Only – Not For Use With The Public

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