The Baby Boomer's Guide to IRA Planning

Boomers expect their advisor to help them make smarter retirement decisions...

Make sure you’re giving them The Baby Boomer’s Guide to IRA Planning.

Yes, please send me the 2026 client-handout reference pack (50) of The Baby Boomer’s Guide to IRA Planning for only $217 (save $112), so I have copies to share with pre-retirees throughout the year.

IRA baby boomer's guide

The Reference Guide

Dear Advisor,

Your baby boomer clients need help navigating the complexities of IRA planning. The decisions they make now can significantly impact their retirement outcomes.

The Baby Boomer’s Guide to IRA Planning answers the real-world questions clients and prospects have about their retirement accounts—clearly and concisely.

Developed by Jeffrey Levine, CPA, this easy-to-follow client resource helps simplify complex IRA strategies so clients can better understand their options.

The Ultimate Takeaway for Boomer Clients

Give clients a clear, professional takeaway that reinforces your expertise.

  • What an IRA is—and how it works
  • Who can contribute and how
  • How withdrawals are taxed
  • Roth strategies and conversions
  • Required minimum distributions (RMDs)
  • Beneficiary strategies and planning considerations

6 Reasons to Share This Guide

  1. You’re the expert. Reinforces your authority.
  2. Boomers want guidance. They’re actively looking.
  3. IRA planning is complex. This simplifies it.
  4. Great marketing touch. Stay top-of-mind.
  5. Perfect handout. Use everywhere.
  6. Builds trust. Leads to referrals.

Order Your Copies Today

Order today—get 50 copies for just $217 (a $112 savings).

Printed Hard Copies
Quantities and Discounts
Qty. Price Price per unit % of Savings
50 $217 4.34 34%
100 $388 3.88 41%
150 $532 3.55 46%
200 $684 3.42 48%
300 $968 3.23 51%
400 $1,262 3.16 52%
500 $1,512 3.02 54%

About Horsesmouth

Since 1997, Horsesmouth has helped financial advisors succeed with guidance on business development, practice management, financial planning, and investment strategies.

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 ItemDescriptionQtyPriceDscNetTotal 
The Baby Boomer's Guide to IRA Planning, 2026 4-panel, 2-sided, 8.5" x 11" client handout that highlights important IRA information and planning strategies. (50 copies)
217.00 0.00 217.00 $217.00 X
  
Applicable tax and shipping will be calculated on the next page.
  
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217.00
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$217.00
 

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