Money in Motion

  • 10/25/2017 01:00 PM - 02:00 PM

Presented by Steve Chmelka

Senior Retirement Strategies Consultant, Pacific Life

For many employees, money accumulated in a qualified plan is an important part of retirement savings.

Changing jobs, or retiring, can offer your clients the opportunity to roll these assets into a traditional or Roth IRA. In this webinar, we'll cover:

  • IRA rollover challenges and rules
  • Roth conversion opportunities
  • NUA (Net Unrealized Appreciation)
  • Strategues to benefit your clients

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