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Qualified Plan Concepts

Show how to use Qualified Plan distributions for maximum benefit

Seven of the most effective uses of 401(k) and IRA distribution
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PRESENTATION MODULES

Seven of the most effective uses of 401(k) and IRA distribution

Each objective is a “stand-alone presentation." Provide a motivating presentation to leave behind, and keep clients’ attention with compelling graphics and colors
  • How to take qualified plan distributions
  • How to effectively use qualified plan distributions
  • Converting to a Roth IRA during life or at death
  • Multi-generational planning – stretching your IRA and taxes over many years

You maximized Social Security, now show how to use Qualified Plans effectively.

Your retirement conversations might start with Social Security, but your clients’ qualified plan assets should be the next topic. Required Minimum Distributions can cause more of their Social Security benefits to be taxed, reducing their expected net income. Turn the topic of RMDs into a positive by using this tool to show how you can reduce the impact of RMDs and provide a source of needed premium dollars at the same time!

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