IMQ Application #4: Save Client’s Pension from the Nursing Home
Have you ever been able to save 100% of a client’s pension when he/she is going into a nursing home? Often, the spouse who remains at home gets their…
IMQ Application #2: Delay RMDs
Do you have clients who complain about having to take Required Minimum Distributions (RMDs)? If any of these clients have younger spouses (in excess of 5 years), then we…
IMQ Application #3: Roth IRA Conversions
Do you have any clients that want to take advantage of Roth IRA tax rules, but cannot because their income exceeds $200,000 or all their funds are tied up…