eBrochures are the digital versions of our printed lobby brochures, designed to be placed on your consumer website for your customers to view or print at their convenience. Your eBrochures subscription includes automatic updates throughout the one-year term, as applicable. Each annual subscription period runs from December 1 through November 30.
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Annual eBrochures subscription fee: $549 per organization
Your license includes the right to place the Ascensus eBrochure links on your consumer-facing website during the annual subscription period. Bookmark this page to come back to each year on December 1 to subscribe to the new annual subscription period.
The images below are a sample of the first page of each brochure currently offered with the Ascensus eBrochures program. Your license allows you to place as many of these titles on your consumer website as you wish.
Traditional IRA and Roth IRAs: An IRA can help you save more for retirement.
Use this brochure to help your clients learn about the benefits of contributing to an IRA—and how an IRA can help grow their retirement savings. It also serves as a valuable reference for those who are unsure which IRA is right for them. The questions and answers provide helpful, at-a-glance information about each IRA type.
Traditional IRAs: Save for your retirement with a Traditional IRA.
This brochure highlights the features and benefits of a Traditional IRA and provides answers to the most commonly-asked Traditional IRA questions. Use it for clients who may be interested in opening a Traditional IRA, but need more information.
Roth IRAs: Prepare for your future with a Roth IRA.
Use this brochure to educate clients on the features and benefits of a Roth IRA. Inside are the answers to the most commonly-asked questions about Roth IRAs, giving your clients who may be interested in opening a Roth IRA more information.
Transfers, Rollovers, and Conversions: Move your retirement savings without losing tax benefits.
This brochure summarizes the primary methods of moving money between IRAs and eligible retirement plans—and the resulting tax consequences. It serves as a handy reference tool for those clients who may be contemplating moving their IRA or retirement plan dollars.
IRA and Retirement Plan Distributions: Is it time to cash in on your retirement savings?
This brochure explains the distribution rules for Traditional, Roth, and SIMPLE IRAs and qualified retirement plans, along with the tax consequences and penalty implications of taking distributions. It also provides key information about required minimum distributions (RMDs).
Inherited IRAs: Understand your beneficiary distribution options.
Use this brochure to help the beneficiaries of your IRA clients understand their distribution options and what the tax consequences are when inheriting IRA assets. Defined within are all of the possible choices and related terminology.
Coverdell ESAs: Help the child in your life achieve a bright future.
Show your clients how easy it is to start saving for a child’s education with this convenient summary of the features and benefits of a Coverdell education savings account. It also contains answers to the most commonly asked ESA questions.
Retirement Plans: Find the right retirement plan for your business.
Help your employer clients determine which retirement plan best fits their business and personal needs. Inside is a comparison of the five most popular retirement plans, including two IRA-based plans, and their key features.
SEP, SIMPLE IRA, and Individual(k)™ Plans: There’s a plan for your business.
Capture the interest of your small- to mid-size business owner clients who are seeking a cost-effective, no-hassle retirement plan. This brochure highlights SEP, SIMPLE IRA, and Individual(k) plans and their features and explains the basic eligibility, contribution, and distribution rules of each.
Health Savings Accounts: An HSA is more than just a savings account for medical expenses.
This brochure outlines key information for clients who want to know if they are eligible for an HSA, how to use an HSA, and whether an HSA is right for them.
Health Savings Accounts for Employers: An HSA completes your health benefits package.
This brochure explains to employers how a health savings account works and that when offered in conjunction with a high deductible health plan, it can strengthen an employee benefits package. Employers can easily see what the eligibility, contribution, and distribution rules are for HSAs.