Artist Series Sales Ideas
Leaders Partners has developed over 30 professionally designed Artist Series Sales Ideas for your use. LPI has broken these sales ideas into five easy to understand categories that include Linked Benefit Strategies, Asset Leverage Strategies, Legacy Transfer Solutions, Income Solutions and Additional Planning Strategies.
Our Advisors Only area contains the entire list of Artist Series Sales Ideas in printable format for your immediate use. If you're not already working with Leaders Partners contact us today about Getting Started with LPI.
| ROTH IRA CONVERSIONS AT DEATH
Created: February 2010
SUMMARY: WHY YOU SHOULD WAIT
Congress lifted the income restrictions on converting IRA's to Roth IRA's effective in 2010. Higher income, higher tax bracket people are the candidates most likely to appreciate the advantages of Roth Conversions, but the income tax payable at conversion can be onerous. If IRA income is not currently needed, deferring conversion until death may make the best financial sense.
THE PERFECTLY NON-CORRELATED ASSET CLASS CONVERT LATER, PAY THE TAX LATER.
To view the complete version of the ROTH IRA CONVERSIONS AT DEATH Artist Series Sales Idea login to the LPI Advisors Only area now.
|