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Retirement Planning Resources

529 Plans

Communication

Informational communication piece on 529 college savings plans

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Additional Resources

White label graphic for Hays Financial Group's clients to use in communicating Deferred Compensation Plan changes.

Communication Retirement Optimization

Deferred Compensation Plan

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Recording Resources

Coordinating Social Security with Other Retirement Income

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Informational table explaining 401(k) Pretax and 401(k) Roth contributions.

Communication Retirement Optimization

Pretax Roth Infographic Side-By-Side

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