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E-Mail Subject: National Brokerage Webcast - IRA Maximization - Wealth Transfer Strategies to Enhance Your Legacy
 
E-Mail Message: IRA Maximization - Wealth Transfer Strategies to Enhance Your Legacy
Recorded On: 2/18/2015
Presenters: Jason Preszler, Sara Solis
Level: Overview
Keywords: Marketing/Product Ideas

There are strategies that can help preserve or keep the value of an IRA when passed on to your client’s beneficiaries. National Brokerage will show you how to create a wealth transfer strategy that will allow your clients to transfer the value of an IRA in a more tax-efficient manner.

We'll be covering the following 5 IRA Maximization Strategies:

  • Tax Offset
  • Tax Elimination
  • Legacy Enhancement
  • Multi-Generational
  • Spousal Roth IRA
 
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