If you’re looking for ways to stand out from your competitors, look no further – advisors rarely talk about Roth conversions simply because they don’t take the time to understand how the process works. It’s not as complicated as you might think.
Join us to learn another good way to prospect and find out more about your client’s TOTAL ASSET HOLDINGS simply by keeping this strategy in your back pocket!
Benefits we’ll cover:
• Prepare your clients for tax savings at retirement
• No RMDs for the owner and/or spouse
• Tax-free component
• No minimum conversion amounts
• Anyone with a traditional IRA is a candidate
0:00 Introduction
14:06 Partial Roth IRA conversion advantages
29:46 Wrap up…(read more)
LEARN MORE ABOUT: IRA Accounts
TRANSFER IRA TO GOLD: Gold IRA Account
TRANSFER IRA TO SILVER: Silver IRA Account
REVEALED: Best Gold Backed IRA
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