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    Try This Multi-Generational IRA Strategy for Clients With IRA Assets
    Product R + D

    Try This Multi-Generational IRA Strategy for Clients With IRA Assets

    written by Chris Vance

    Do you have clients who are under the age of 70 ½ who own an IRA, but have no desire to take withdrawals from their qualified accounts until the IRS forces them to begin their required minimum distributions (RMDs) at age 70 ½?

    Do you have clients who are 70 ½ and retired who only take distributions from their IRA because they must? Do they anticipate leaving what’s left in their qualified accounts like their IRAs to their kids when they pass?

    If you answered yes to those questions, then you should help your clients consider a multi-generational strategy for your clients’ IRA assets.

    Continue Reading

    Try This Multi-Generational IRA Strategy for Clients With IRA Assets was last modified: September 6th, 2023 by Chris Vance
    April 3, 2018
    5 LinkedIn Facebook Twitter
  • Marketing + Branding

    Try This to Create “WOW!” Experiences in Your Business Today

    by FIG Marketing February 6, 2018

    Have you ever been to the Orlando, FL airport on a Saturday morning? Thousands of strung out parents and kids coming off a cotton-candy-and-Mickey-Mouse high? It’s utter chaos! I had this unique…

    21 LinkedIn Facebook Twitter
  • Marketing + Branding

    Sales Scripts to Use During LTC Awareness Month

    by Alecia Barnette November 3, 2017

    Updated September 5, 2023, at 4:23 PM Do you want another reason to go back to your clients? Being that it is Long-Term Care Awareness month, there is no better time to…

    4 LinkedIn Facebook Twitter
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