February 9, 2023
Have Clients Looking for a Way to Save for Retirement?
IRAs can provide a tailored solution to meet your customers needs
32% of Americans do not have access to a 401(k)¹
Your clients are facing many obstacles in life. When it comes to retirement, some employers don’t offer a 401(k) so your clients may be looking for a way to save for retirement. This challenge shouldn’t get in the way of them preparing for retirement!
IRAs can provide a tailored solution to meet customers’ needs with contributions starting as low as $100 a month:
The Traditional IRA – Tax deductible savings plus the benefit of tax deferred growth
The Roth IRA – Interest grows tax deferred and maybe withdrawn tax free²
- Find a consumer-facing email and social media posts featuring this sales idea on our: IRA Landing Page
1.) Elmann, B. A. (2022, November 11). Do you really need a 401(k) to retire? people over 50 without one weigh in. Real Simple.
2.) Tax free withdraws if Roth guidelines are met.
