Converting client funds from an IRA to IUL? Watch this video first.
Converting your clients funds from an IRA to IUL? Watch this video first.
If you've ever converted client funds from a qualified account into IUL, you know the long-term tax savings can easily run 6-figures or more.
But what about the immediate tax impact during the conversion years?
In this video from StonewoodFinancial.com, you'll learn:
- How to calculate the immediate tax impact of conversion - and why it may be smaller than you think
- How to weigh short-term and long-term taxes as clients consider a conversion strategy
- Explain the difference between micro and macro views on taxes - and how it impacts retirement
- And more
Let's get started! Fill out this form to start watching immediately.