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Traditional & Roth IRA Literature

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Literature Description & Information	View & Download	Quantity
Beneficiary Form Toolkit Date: 05/08 Beneficiary designations offer one of the simplest ways to get assets to your loved ones. Use this comprehensive toolkit to record beneficiary information.	View (288k)
IRA Disclosure Booklet Date: 01/10 Includes Custodial Account Agreements and Disclosure Statements for Traditional, Roth, Rollover, SIMPLE and SEP IRAs.	View (552k)
IRA Investor Kit Date: NA Use this kit to open an account. Includes an investor's guide and all the necessary documents and applications required to establish an IRA.
IRA Investor's Guide Date: 11/09 Educational client brochure about Traditional and Roth IRAs.	View (684k)
IRA Workbook and Forms Date: NA Includes the necessary applications and forms to establish a Traditional, Roth, Rollover, Roth Conversion IRA and prospectus.	View (555k)
Retirement Plan Investment Choices Date: 06/10 Lists all available funds for investment in Franklin Templeton retirement plans.	View (80k)