Welcome to the Lincoln Financial ToolKit

We want to support you, our financial advisor partners, in real, tangible ways. This is the place you'll find tools, conversation makers, and everything we can give you to help your clients continue planning for the long-term. Check back often, as we'll be adding tools on a regular basis.

Current Feature

The Roth IRA Conversion Opportunity

The Tax Increase Prevention and Reconciliation Act of 2005 (TIPRA) eliminates income limits and allows all taxpayers to convert traditional IRAs and other eligible retirement assets to Roth IRAs beginning in 2010. Learn how to prepare for these new regulations.

2009 Action Plan for Clients

This flier describes how best to prepare now for the Roth conversion opportunity in 2010 and beyond.

Roth IRA conversions — Beyond the basics

Review this flier to help address any potential questions about Roth IRA conversions.

Roth IRA White Paper

Read this white paper for a detailed overview of the new regulations affecting Roth IRA conversions.

Roth IRA Seminar

Present this seminar to existing and prospective clients to discuss the unique benefits of a Roth IRA in the context of retirement planning.

Roth IRA Prospecting Letter

Use this letter with existing and prospective clients to help position yourself as the source to turn to for an informed conversion decision.

For more materials, call 877 533-0003 or contact your Lincoln Financial representative.

Additional Tools

Below are some more tools from Lincoln Financial that can help:

Web:

Personal Economic Calculator

This simple Calculator lets your clients quickly run hypothetical numbers to see how soon their portfolio could potentially regroup, rebuild, and regrow.¹ Share it with them by sending this link: www.LincolnFinancial.com/calculator.

The Industry Insighter

Lincoln Financial Group is proud to bring you IndustryInsighter.com, a Web site created with the Economist Intelligence Unit (EIU) and designed with financial advisors in mind. Combining Lincoln Financial's industry expertise with the EIU's insights, our goal is to provide answers to the tough questions that are facing you and your clients.

Educational Pieces:

"What I would do if I were retired?"

In this recent white paper, Dr. Richard Marston, professor of Finance and director of the Weiss Center for International Financial Research at the Wharton School of Business, looks at some of the unique challenges retirees face in todays perfect storm and proposes some solutions.

How you respond can create your next opportunity: Adjusting to the Bear and preparing for another Bull

This brochure presents an optimistic view of the current recession, simply by putting it in perspective with proven theories and solid numbers.

Articles:

The Economist

The Economist: Will Tax for Food

Created by Lincoln Financial Group in cooperation with The Economist, this article, from the Economist Intelligence Unit, provides an analysis of future tax rates in the U.S.

The Economist: US Financial Stability Plan: Moving Beyond the Rhetoric

Created by Lincoln Financial Group in cooperation with The Economist, this article, from the Economist Intelligence Unit, provides answers to clients' questions about government programs, such as TARP and Capital Purchase Program.

The New Yorker

The New Yorker: Insights on the Economy

Created by Lincoln Financial Group in cooperation with The New Yorker, this article, with insights from some of today's leading financial experts, sheds light on the importance of long-term planning in today's economy.

The New Yorker: Tax and Estate Planning: Foresight and Analysis

Created by Lincoln Financial Group in cooperation with The New Yorker, this article, with insights from some of today's leading financial experts, discusses opportunities and pitfalls associated with tax and estate planning.

The New Yorker: What would I do if I retired now?

Created by Lincoln Financial Group in cooperation with The New Yorker, this article, with insights from some of today's leading financial experts, examines retirement planning in the current economic environment.

¹It is important to remember that future rates of return can't be predicted with certainty and that investments that pay higher rates of return are generally subject to higher risk and volatility. The actual rate of return on investments can vary widely over time, especially for long-term investments. This includes the potential loss of principal on your investment.