Monday, April 14, 2014

Open opportunities by engaging clients | Tax Investment Strategies



Based on AGI and MAGI, should your client take a tax deduction offered by a qualified plan or use a non-deductible Roth and/or TAMRA-compliant life insurance policy to fund retirement? Determining your client's effective tax bracket can help you determine whether to use this alternative retirement strategy. Keep in mind that many advisors perform Roth conversions, but perhaps their clients shouldn't have been in a qualified plan in the first place. Nationally recognized product taxation expert Ken Davis is interviewed by Steve Savant, syndicated financial columnist and talk show host, on this episode of "Let's Get Down to Business."

About Steve Savant

Steve Savant

As the National Marketing Spokesperson for Ash Brokerage, Steve Savant looks forward to meeting financial professionals in every way possible - in person or by video through conferences and social media.

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