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The IRA Advisor's Resource Center

These articles are designed to keep the trained IRA advisor current and on top of all of the new rules. IRA distribution rule changes can provide advisors and their clients with new financial planning and tax saving opportunities.

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file icon Unloading The Fees On Retirement Accountshot!Tooltip 09/10/2010 Hits: 2962
If you have retired prospects who own mutual funds or who still have their 401(k) in mutual funds, finding the hidden costs can help you capture new clients and make your annuity practice grow.
file icon The Roth IRA Conversion - On Sale NOW! Less than 4 Months left!hot!Tooltip 09/10/2010 Hits: 2704

By David F. Royer
Also published in 
InsuranceNewsNet

Sept. 1, 2010 -- Since Jan 1, 2010, the buzz about the Roth IRA conversion has grown louder by the day. Jan. 1 was the blast-off date for IRA owners who have incomes more than $100,000 to be eligible to convert their traditional IRAs to the Roth IRA and everyone is getting into the game. I just did Google search for Roth IRA Conversion and found 1,460,000 websites, many of them encouraging IRA owners to convert their IRAs to a Roth IRA with their firm. Many of us in the financial services industry are receiving dozens of e-blasts weekly from financial marketing firms touting they can teach us how to take advantage of the “Roth Conversion Bonanza".

file icon The Perfect Combinationhot!Tooltip 07/16/2010 Hits: 3334

Annuities are Ideal for IRA Growth and Distribution (from Insurance NewsNet Magazine July 2010)


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file icon Change Creates Opportunityhot!Tooltip 05/21/2010 Hits: 2805

Want to get your piece of the exploding IRA market? Learn how cash-strapped workers and retirees can stabilize their heavily impacted 401(k) savings with IRA rollovers and migration into safer money vehicles.

file icon The Most Costly Mistake Your IRA Clients Must Avoidhot!Tooltip 03/09/2010 Hits: 4020

The most costly mistake made by individual retirement account (IRA) owners and their beneficiaries involves the Required Minimum Distribution (RMD).

Originally published in Insurance News Net Magazine.

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