- Medicaid and IRAs (the Roth IRA compromises Medicaid
planning)
- IRA distribution factors
- working past 70
- IRA distributions at death
- retirement plan distributions and withdrawals
- tax rules and everything you want to know about taking
money out of an IRA or handling a rollover.
This is principally a resource site for stockbrokers, financial
planners, financial advisors, CPAs and insurance agents.
IRA owners may want to visit http://www.required-minimum-distribution.com.
While retirement plan distribution and ira distribution
rules have become simpler and in other ways more complex,
withdrawals and the designation of beneficiaries still carry
many planning opportunities for advisors and plenty of avenues
for business. The financial planner educated in these issues
can attract significant assets for money management and
product sales because so few other advisors know anything
about planning for required minimum distributions. Here's
what you can learn on this site that most advisors don't
know:
- The stretch IRA will fail in many cases because of mistakes
that the beneficiary and custodian will make
- To optimize IRA distributions, why everyone should have
their own retirement asset will (or
IRA trust)
- Why it's so much better to name a trust as IRA beneficiary
than a person
- That retirement funds can be used to fund the credit
shelter trust
- Why it's dangerous to leave funds in a 401k after retirement
and it's better to make a 401k withdrawal or rollover
- How life insurance can chop taxes on funds removed from
IRAs by 50%
- Common mistakes with traditional withdrawals and IRA
distributions
By having superior knowledge and a tool to market your
knowledge (seminars,
direct mail, advertising), you learn on this site everything
you want to know about required minimum IRA distributions,
how to make withdrawals with reduced tax and in the most
beneficial way for your clients, how to insure the workability
of a stretch, when a lump sum distribution or 72t distribution
should be used and how to win business knowing the new rules.
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With additional knowledge, you can show
any prospect in a few minutes why you are so superior
to their current advisor and why their large retirement
account should be with you. These wealthy prospects will
clearly see that to continue with their current advisor,
who is not knowledgeable about distribution planning,
would be foolish.
Other Tools for Marketing Your
IRA Rollover
and Distribution Expertise
Seminars
IRA
Leads
IRA
Client Newsletter
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