With the skyrocketing government debt, taxes are bound to rise. This highlights the necessity and the power of a Roth IRA. The problem is that your 40 year-old client makes over $206,000 and does not qualify for a Roth IRA. You would like to facilitate a Roth IRA conversion for your client, but his/her money is locked in the 401k.
We can unlock that 401k account and gain access to the qualified funds, so that you can complete the Roth IRA conversion for your client. Think of 20 years of tax free growth for your client and 20 years of an additional managed account for your advisor firm.
How is this possible? Join us for our monthly webinar where we explain the power of the In Marriage QDRO® and its role in a Roth IRA conversation.