How to Gain New Clients and Assets Using Roth IRA Conversions

Unique and Actionable Roth Conversion Strategies

Originally broadcasted on February 16, 2010 at 4:00 pm ET

Sponsored by:

Research Magazine

January 2, 2010, marks the first time a high net worth client could convert retirement assets to a Roth IRA. Nearly $1.4 trillion of retirement assets is now eligible to convert, and there are unprecedented opportunities to win assets and clients through Roth discussions.

Advisors need to speak with every client to determine if retirement assets should be converted, and how much to convert. This presentation will discuss the tax, income and legacy planning reasons clients should convert retirement assets into Roth IRAs.

You will learn how to:

•	Identify ideal Roth prospects
•	Properly assess retirement accounts and uncover assets that could be converted to a Roth IRA
•	Discuss key Roth talking points
•	Introduce unique and actionable Roth conversion strategies

Featured Speaker:

Brandon W. Buckingham, JD, LLM
Advanced Planning Attorney
National Manager, John Hancock, Special Markets

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