Do you have high earning 40 year-old clients who do not qualify for a Roth IRA? IMQ can help.

November 15, 2021 10:37 am Published by Leave your thoughts

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.

Categorised in: ,

This post was written by Marcus Foote

Leave a Reply

Your email address will not be published. Required fields are marked *

What’s in it for You?

401(k) Plans, Corporate Pension Plans, Profit Sharing Plans and State-Deferred Compensation Plans

A tool previously associated with divorcing spouses works for married couples, allowing them unrestricted access to retirement benefits without penalty. Unrestricted, non-penalized access offers more effective estate planning and protection opportunities for those who serve married clients.


Have Questions?

Use the form to the right to get in touch with us via email and we will do our best to respond to you within 24 hours.