Advisors: Consider the Split Annuity/Roth Conversion Strategy
June 21, 2012 by Lloyd Lofton
By Lloyd Lofton
June 18, 2012 •
Many of your clients may decide to make changes to their retirement blueprint, either as they approach retirement or as the result of the economy. Many may have accumulated a great deal of money in their IRA, 401(k) or other retirement plan.
The money in their accounts may have grown substantially due to the duel benefits of tax-deductible contributions and tax-deferred growth. Congress provided them with these advantages as a way to encourage them to save for their retirement. Click here to read more…
Originally Posted at LifeHealthPro on June 18, 2012 by Lloyd Lofton.
Categories: Industry Articles