HOW TO SAVE FOR YOUR FUTURE is a booklet that details four basic steps to building a secure financial future: 1) calculate how much money you need for retirement and other goals, 2) plan how to accumulate money, 3) implement your plan, and 4) track your progress.
IT'S NEVER TOO LATE TO SAVE is an easy-to-read pamphlet that teaches children and adults to choose to save, starting today. It emphasizes the need to set realistic goals, consider all possible monetary resources, and calculate the financial need in order to prepare for a secure financial future.
JUST STARTING OUT is an easy-to-read pamphlet that introduces young people to tax-advantaged savings plans such as 401(k) and IRAs. Students learn that saving is a choice, and if you begin to save early and continue each year, you are planting the seeds of financial security. The free brochure includes a Choose To Save checklist.
MAXIMIZING YOUR COMPANY SAVINGS PLAN is an easy-to-read pamphlet that advises young people to make the most of their employer-sponsored savings plans by joining as soon as they are eligible. It’s a chance to cut your tax bill and cash in on the “free money” from an employer contribution.
SAVING FOR YOUR FAMILY'S FUTURE shows students, parents, and teachers how to focus on tomorrow and set long-term savings goals through a variety of methods, such as thinking long-term, knowing your education and retirement savings options, and building a personal savings program.
THE MAGIC OF COMPOUNDING is a free brochure designed to show young people how to achieve dramatic results with compound interest. The time value of money and tax-advantaged savings are also discussed.
WHY OPEN AN IRA is a free booklet that describes the ABCs of IRAs. Topics include penalties for early withdrawal before age 59-1/2, and Roth IRAs.