Trust Financial Business Development Series: Thursday, February 24th At 11AM EST – “You Inherited An IRA… Now What?”
February 24, 2022 @ 11:00 am - 11:30 am
You will not want to miss our next Business Development Series we are hosting on Thursday February 24th at 11AM. Our presenter, Joe Ross is a high-impact life insurance sales leader that motivates sales activity, helping financial advisors achieve higher levels of success by implementing innovative strategies that provide financial security for their clients. Joe has over 40 years’ experience in sales productivity & business development.
We are proud to offer:
What:You Inherited An IRA… Now What?
When:Thursday, February 24th – 11:00AM – 11:30 AM (EST)
You’ll Learn:
♦ How to help IRA beneficiaries optimize their IRA inheritance. The SECURE Act forces beneficiaries to pay taxes on their inherited IRA within 10 years, and beneficiaries can’t do a Roth Conversion… but they can do THIS!
♦ How to give IRA beneficiaries the advantages of a Roth Conversion, and learn things you didn’t know about how The SECURE Act affects IRA legacies.
You will not want to miss our next Business Development Series we are hosting on Thursday February 24th at 11AM. Our presenter, Joe Ross is a high-impact life insurance sales leader that motivates sales activity, helping financial advisors achieve higher levels of success by implementing innovative strategies that provide financial security for their clients. Joe has over 40 years’ experience in sales productivity & business development.
We are proud to offer:
What: You Inherited An IRA… Now What?
When: Thursday, February 24th – 11:00AM – 11:30 AM (EST)
You’ll Learn:
♦ How to help IRA beneficiaries optimize their IRA inheritance. The SECURE Act forces beneficiaries to pay taxes on their inherited IRA within 10 years, and beneficiaries can’t do a Roth Conversion… but they can do THIS!
♦ How to give IRA beneficiaries the advantages of a Roth Conversion, and learn things you didn’t know about how The SECURE Act affects IRA legacies.
Email: info@tfsbrokerage.com
Phone: (973)514-1980
Web: www.tfsbrokerage.com
Details