Many of your clients have extra room in their current tax bracket before they are stepped up to the next level, or others may anticipate having more income in retirement than they are currently earning. For clients in these situations, converting part or all of their retirement account to a Roth IRA may be the best option to protect themselves from a higher tax burden in the future.
- Unlock Client Engagement: 6 Proven Outbound Marketing Strategies - May 10, 2024
- Retirement Redefined: How to Help Clients in Semi-Retirement - April 16, 2024
- The Series 65 Solution: 5 Ways A Series 65 License Can Grow Your Annuity Business - December 21, 2022