Deferred Compensation Rollover

Date

Mr. and Mrs. Client

Address

Home town, USA  Zip

Dear [Client]:

A recent change in the U.S. tax law* has created an opportunity for you and other owners of government sponsored deferred compensation (section 457) plans. If you were a participant in a deferred compensation plan and no longer work for the employer, as of January 2002, you may elect to roll your plan into an IRA account.

Why would you want to do this?

There are a number of reasons to move your plan assets into a rollover IRA including:

• A greater variety of investment options
• Control of the amount and timing of withdrawals during retirement
• Ability to potentially minimize income taxes on the money

Making the correct decisions now may help you enjoy a wonderful, worry-free retirement. (My assistant or) I will be calling you soon to discuss this opportunity or you may call me at (phone number) for more information on your retirement choices.

Sincerely,

[Name]
[Title]


P.S. If you know someone who has left government employment (such as working for the city, county or state) please let me know so that I may share this information with him or her.

*The Economic Growth and Tax Relief Reconciliation Act of 2001

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