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Literature & Forms

Retirement Planning

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Showing 1 - 10 of 14 Results	[1] 2 Next>>

	Item	Quantity	Order
	2010 Roth IRA Conversion Strategies and Opportunities (PDF 92K) Discusses strategies to convert to a Roth IRA when current income limits expire in 2010 IRA-BRO-6 \| Updated on: 02/10 \| Email PDF
	AIM Select (PAi) Fact Sheet (PDF 144K) Describes Invesco Aim's bundled retirement program with third-party administrator PAi PAI-FCT-1 \| Updated on: 09/09 \| Email PDF
	AIM Solo 401(k) Brochure (PDF 198K) Explains the features of an AIM Solo 401(k) for owner-only businesses SOLO-BRO-1 \| Updated on: 09/09 \| Email PDF
	Fiduciary Standards Checklist Brochure (PDF 67K) Offers retirement plan sponsors a checklist of suggested appropriate actions based on accepted fiduciary standards FSC-BRO-1 \| Updated on: 01/10 \| Email PDF
	IRA Investor Guide (PDF 316K) Describes features of traditional and Roth IRAs and explains conversion and portability IRA-IVG-1KIT \| Email PDF
	New Rules for Form 5500 (PDF 315K) Explains Department of Labor revisions to its annual reporting form for qualified retirement plans 5500-BRO-1 \| Updated on: 10/09 \| Email PDF
	QDIA Q&A (PDF 124K) Explains in question-and-answer format how QDIAs can reduce fiduciary liability for plan sponsors and help participants save for retirement QDIA-BRO-1 \| Updated on: 09/09 \| Email PDF
	Reish Benchmarking Article (PDF 106K) Article from Fred Reish newsletter that explains the importance of benchmarking a 401(k) plan REISH-AD-1 \| Updated on: 12/09 \| Email PDF
	Retirement Primer (PDF 215K) Provides information about different types of plans and their features RET-BRO-1 \| Updated on: 01/10 \| Email PDF
	Retirement by the Numbers (PDF 1674K) Explains how you and your financial advisor can calculate the retirement that's right for you RINC-BRO-1 \| Updated on: 09/09 \| Email PDF

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NOT FDIC INSURED

MAY LOSE VALUE

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Consider the investment objectives, risks, and charges and expenses carefully. For this and other information about AIM funds, please obtain a prospectus from your financial adviser and read it carefully before investing.

All data provided by Invesco unless otherwise noted.

Invesco Aim Distributors, Inc. 05/2008