|With the new year will come new regulations. Get up to speed fast with the just-released "IRA Rules & Guidelines for Producers (2016)"|
This exclusive, complimentary report outlines the latest legislation on topics such as:
Arm yourself with the latest facts so you can better understand how IRAs may impact your clients' income strategies — request your complimentary report today.
- Eligibility, maximum contribution limits, transfers and distributions information for traditional IRA, Roth IRAs, SEP-IRAs and Simple IRAs
- At-a-glance overviews for each of these IRA types to make it easier for you to reference
- Traditional IRA deductibility phase-out information for single or joint filers
- Rules on IRA distributions prior to age 59½
This guide is designed to provide general information on the subjects covered. It is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market or recommend any tax plan or arrangement. Please note that Insurance Network America and its representatives do not give legal or tax advice.
Agents are ultimately responsible for the use of any materials or services and agree to comply with the requirement of their broker/dealer or registered investment advisor (if applicable), and the insurance carrier(s) they represent.
Please note: In order to make a recommendation to a client about the liquidation of a securities product including those within an IRA, 401(k) or other retirement plan, to purchase a fixed or variable annuity or for other similar purposes, you must hold the proper securities registration and be currently affiliated with a broker/dealer or registered investment advisor. If you are unsure whether or not information you are providing to a client represents general guidance or a specific recommendation to liquidate a security, please contact the individual state securities department in the states(s) in which you conduct business.
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