The IMQ Expands Who Can Convert A 401(k) into a Roth IRA
Many people have warned that income tax hikes may be on the horizon in the years to come. Have you thought of how these tax increases will affect your clients’…
In Marriage QDRO® As an Alternative to the In-Service Distribution
An In-Service Distribution is often a valuable tool in planning a client’s financial situation. It allows your client to access funds prior to retirement, which affords them increased flexibility and…
Funding Roth Conversions through the In Marriage QDRO®
If you have clients worried about the rise in taxes over the next several years, you have probably started looking at which clients are eligible for a Roth IRA Conversion.…