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2016 Tax Rules Special Report
2016 Tax Rules Special Report
January 25, 2016
Download this special report for a summary of the most important provisions in tax law that are most likely to impact your clients and their families.

The Spousal IRA Beneficiary Decision Tree
The Spousal IRA Beneficiary Decision Tree
October 5, 2015
Let us guide you through the beneficiary chaos.

The Definitive Guide to the Back-Door Roth
The Definitive Guide to the Back-Door Roth
September 9, 2015
Download this free whitepaper on how to successfully execute a Back-Door Roth.

Ed Slott’s 3 Trust Strategies that Build Trust
Ed Slott’s 3 Trust Strategies that Build Trust
July 29, 2015
In this latest download from America’s IRA Expert Ed Slott, you will gain 3 strategies that generate new business and help your clients save and stretch their wealth.

5 Retirement Horror Stories Involving Beneficiary Forms
5 Retirement Horror Stories Involving Beneficiary Forms
May 6, 2015
Negated trust planning; disinherited beneficiaries, and much more—find out what happened in these real-life stories when advisors and their clients neglected to check the beneficiary form.

3 Key Differences Between Roth IRAs and Life Insurance
3 Key Differences Between Roth IRAs and Life Insurance
October 19, 2014
Despite their many similarities, Roth IRAs and life insurance are very different retirement planning vehicles. This quick 2-minute video goes over the basic differences; while the accompanying article provides a more in-depth explanation.

5 Easy Steps to Examining Qualifying Longevity Annuity Contracts
5 Easy Steps to Examining Qualifying Longevity Annuity Contracts
August 22, 2014
A QLAC is a type of fixed income annuity that is held in a retirement account that has special attributes. It could be the perfect fit for some of your clients—and they’ll thank you for it! Download this complimentary one-pager now!

How to Avoid 60-Day Rollover Mistakes in 5 Easy Steps
How to Avoid 60-Day Rollover Mistakes in 5 Easy Steps
June 16, 2014
This one-page info sheet and video cut right to the chase on how you can help your clients dodge costly, tax- and penalty-riddled mistakes when it comes to and IRA rollover.

5 Easy Steps to Navigating Three Important Topics
5 Easy Steps to Navigating Three Important Topics
May 27, 2014
This white paper 3-pack breaks down two signature laws that have significantly impacted retirement savings and the Roth conversion you should be having with your clients. Get INSTANT ACCESS now!

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