IRA Rollover Techniques That Close the Sale

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Join David Royer as he shares 6 IRA Rollover techniques that you can use today.

  1. How to close on the IRA Beneficiary Form
  2. How to reduce risk in your IRA
  3. How to capture 401k Rollovers using simple logic
  4. How to do a Partial Roth Conversion – with no out-of-pocket conversion tax
  5. How to use life insurance to pay Roth Conversion Tax
  6. How the new tax law changes the Roth Conversions Rules

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