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Retirement
The Rollover Reset
Financial professionals looking to capture rollovers from DC plans need expertise in rollover-related issues like non-Roth after-tax account opportunities, special rules for Net Unrealized Appreciation, in-service plan rollovers, the Warn Act, and more. Are you ready?
Retirement
Saving for your future: 401(k)s and beyond
Watch to discover additional ways to save beyond the traditional employer-sponsored plan, and how to maximize your savings strategy depending on your stage of life.
Protect Your Family
Expanding and Protecting Your Savings
This piece is approved to use with clients.
Learn additional ways to save if you’ve already maxed out your retirement savings accounts and different strategies worth considering to help protect your hard-earned income and assets.
Retirement
Client Presentation: Social Security - Get What's Yours
This piece is approved to use with clients.
Talk to clients about how they could get the most out of their Social Security benefit.
Active/Passive Management
MYTH: Active Performs Better in Certain Market Segments
When it comes to active management, believing that active managers generally perform better in certain market segments is a myth, not a reality.
Active/Passive Management
Investor Education: Learn About Active and Index Fund Investing
This piece is approved to use with clients.
Help your clients get a better understanding of the differences between index investing and active investing, and the merits of each approach.
Active/Passive Management
Making the Implicit Explicit: A Framework for the Active-Passive Decision
Vanguard's new active-passive decision-making framework helps investors focus on the factors that matter most.
Retirement
From Assets to Income: A Goals-Based Approach to Retirement Spending
Understand Vanguard's approach to spending and saving in retirement without relying on guaranteed sources of income.