Summary: Woe to the taxpayer who runs afoul of the numerous and confusing IRA rules. There are forms to file, contributions to make, distributions to take, and penalties to avoid. While corrections are possible, it’s best to avoid mistakes in the first place. Here’s what you need to know.
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DIRECTIONS: View the article samples below, then select your format, complete your personalization, and place your order. Customize with your photo and logo.
The PDF format costs $97 and grants you a license to print and/or email, and post to your website. See Frequently Asked Questions below.
PLEASE NOTE: Members of Horsesmouth’s Master, Advisor/Client and Advisor/CPA programs get the PDF format free when logged in. Not a Master, Advisor/Client or Advisor/CPA member? Learn more about Master Membership, Advisor/Client or Advisor/CPA.
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What is an Article Reprint?
an Article Reprint is a specially designed and edited Horsesmouth article. Each Article Reprint is ready to be personalized with your name, contact information and compliance disclosures.
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Article Reprints are ideal for any advisor’s prospecting, marketing and communications program. Once you brand it with your personal contact information, you can share the article with clients, prospects and centers of influence in your community.
The articles in the Article Reprint library typically have been chosen because the article is important and timely. You’ll find they often match your needs perfectly and are great to send with a short note or comment to the client or prospect.
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You are authorized by your license to send an unlimited number of your personalized articles for a term of one year. If you desire to continue sending a certain article beyond one year, you simply renew the license. The articles may only display your personalized information and may not be altered or changed in any way without Horsesmouth’s permission.
What does the Article Reprint license do for me?
The reason each article reprint includes a 12-month license is to ensure that you are fully compliant with the laws and regulations regarding copyright permission.
When we surveyed Horsesmouth Members, we learned that nearly 80% of advisors send articles to clients as part of their client communications program. But nearly half acknowledge that they’re often non-compliant regarding obtaining copyright permission. Horsesmouth’s Article Reprints license clears that up and gives you the flexibility you need to communicate with clients and the copyright permissions to back up your compliance.
Are Article Reprint articles compliance ready?
Nearly all Article Reprints have been reviewed by FINRA; you receive a copy of the review letter each time you order an Article Reprint. The letter is intended for your compliance file and to help speed your own compliance review.
How much does a personalized Article Reprint cost?
A PDF Article Reprint costs $97 for one year. Custom Print of 100 personalized articles through Horsesmouth, which include the PDF license too, costs $294 plus shipping and handling. (Higher quantities available.)
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