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Explain the advantages of before-tax and after-tax contributions to retirement plan savings accounts, and help employees determine which option is best for them.

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Use this presentation to:

  • Illustrate how before-tax and after-tax contributions work.
  • Compare the short-term and long-term tax benefits of each option.
  • Help employees determine which option is best for their situation.

This material is intended for use by financial professionals or in conjunction with the advice of a financial professional.

Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.