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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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".
Annuities are Ideal for IRA Growth and Distribution (from Insurance NewsNet Magazine July 2010)
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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.
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Originally published in Insurance News Net Magazine.