Scarborough Alliance Corporation
July 29, 2010 FEATURED ARTICLEMY ACCOUNTRETIREMENT ILLUSTRATIONSDA

Library & Forms
We've compiled for you a complete set of all the forms you'll need.
FORMS (PDF)
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  • Loan Forms - for instructions on requesting loan paperwork, click here
  • IRA Rollover Enrollment Form - (use with IRA Rollover Form)
  • Enrollment Form
  • Rollover Enrollment Form
  • IRA Rollover Form
  • Withdrawal Form for Active Employees
  • Withdrawal Form for Retired Employees
  • Hardship Withdrawal Form
  • Minimum Distribution Election Form
  • Beneficiary Designation/Change Form
  • Automatic Monthly Distribution Form
  • Automatic Monthly Change Form
  • Investor Profile - Measuring Your Investment Risk Tolerance
  • Tax Information Relating to Lump-Sum Distributions and Amounts Eligible for Rollover
  • Notice of Change
  • Wire Instruction/ACH Form


  • WORKSHEETS (PDF)
  • Worksheet A - Annual Retirement Expenses
  • Worksheet B - Retirement Income
  • Worksheet C - Sources of Retirement Income
  • Worksheet D - Assets Available to Generate Income
  • Worksheet E - Measuring Your Investment Risk Tolerance


  • FEATURE ARTICLES
  • Scarborough Portfolios Still Came Out Ahead (5/20/10)
  • Plan Enhancements (3/12/2010)
  • Social Security's Role in Retirement Planning (11/16/2009)
  • Today vs. the Great Depression (2/18/2009)
  • Safety of the Stable Value Fund (11/7/2008)
  • Steps to Survive Uncertain Markets (7/31/2008)
  • Consolidating With One Trusted Advisor (6/15/2008)
  • Time For Your Financial Check-Up (2/18/2008)
  • An Ongoing Lesson... Staying the Course During Changing Markets (10/30/2007)
  • Common Retirement Investment Mistakes... and How to Avoid Them (6/30/2007)
  • One Trusted Advisor (3/31/2007)


  • NEWSLETTERS (PDF)
  • Q1 2010
  • Q4 2009
  • Q3 2009
  • Q2 2009
  • Q1 2009