FAQ

• How can I plan for retirement if my employer doesn' offer retirement benefits?
• What happens if I start collecting Social Security after full retirement age?
• Can I roll a retirement plan distribution into an IRA?
• Can I change the beneficiary of a 529 account?
• How often do I need to review my estate plan?
• Why do I need life insurance?
• What are catch-up contributions?
• Can I set up a traditional IRA?
• Who can be a beneficiary of a 529 plan?
• What are required minimum distributions and how are they calculated?
• How can I get an estimate of my Social Security benefits?
• Can I convert my traditional IRA funds into a Roth IRA?
• Should I buy long-term care insurance?

IMPORTANT DISCLOSURES Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual' personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.