Month: June 2020
Sales Strategy: IRA-to-IUL Conversion
June 22, 2020
Converting retirement funds from a tax-deferred status to a tax-free status is nothing new. Over the past decade, more and more Americans – helped by financial professionals – are realizing deferring taxes may not be in their best financial interest. In the past, many traditional IRAs were converted into tax-free Roth IRAs. Today, funds from…
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