Thursday, September 11, 2008
Roth IRAs: A Strategic Tool in Estate Planning
As life expectancy increases and baby boomers retire in record numbers, more middle-class Americans are creating or revising wills and living trusts to leave as much as possible to their loved ones. As an advisor, you can provide one more compelling reason for new and existing clients to rely on you and your financial guidance, by demonstrating the potential benefits of converting traditional Individual Retirement Accounts (IRAs) into Roth IRAs when discussing estate planning strategies.
Roth IRAs: A Strategic Tool in Estate Planning
Source: Life Insurance Selling
Roth IRAs: A Strategic Tool in Estate Planning
Source: Life Insurance Selling
Permalink posted by armandn @ 12:56 PM 
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