Email to encourage School District Employees to save for retirement using the 457 Retirement
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Email Marketing Design Brief
This is an email to encourage School District Employees to save for retirement using the 457 Retirement Plan. Highlights of the plan include no 10% IRS penalty for taking money before age 59 1/2 another highlight is that they can save money on taxes by using the plan to reduce their taxable income. This is why they should use the this plan first, not a 403(b). We are financial advisers helping school employees
Target Market(s)
School Employees, Teachers, Administrators, Secretaries. Planning for retirement and reduce taxes.
Industry/Entity Type
Financial Planning
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Requirements
Must have
- [TEXT]:
- 457 PLAN FIRST
- Are you contributing to a 403(b) retirement account? Here’s why you should consider a 457 plan first
- •No IRS 10% Penalty
- If you leave your job, you can take distributions at any time, no matter your age without penalty, unlike 403(b) accounts which impose a 10% penalty if under age 59 ½.
- •More Tax-Deferral
- You can contribute to both a 457 and 403(b) plan simultaneously. This means defer and save up to $37,000 annually or $49,000 if age 50+. This is especially appealing to employees who have substantially high income and are trying to reduce taxable income.
- DON’T COMPLETELY RELY ON THAT PENSION TO PROVIDE FOR YOUR RETIREMENT. TAKE YOUR FINANCIAL FUTURE INTO YOUR OWN HANDS WITH A 457
- LEARN MORE CALL TODAY
- 800-248-4457
- [8pt font]:
- Securities offered through Crown Capital Securities, L.P. Member - FINRA/SIPC | 1210 West Ave J, Ste 300, Lancaster, CA 93534 | 800.248.4457 | CA Ins. Lic. #0E62122, #0287056, #0E64719, #0833571
Nice to have
- We would like to see a design that shows a teacher writing on chalkboard "Why you should use a 457 Plan first"
- Please emphasize that there is no 10% penalty and that they can save more and reduce taxes using 457 plan. Please use images and themes related to School/Education, money, and retirement.