IRA Assets and Rollovers

For many clients, rollovers remain and important strategy for achieving their retirement goals. For financial professionals, rollovers can be a powerful way to grow your practice and deepen your value to clients.

In many instances, rolling over your clients' retirement plan assets to an IRA can help them better achieve their retirement goals. Before making this decision, it's important to review key aspects of their financial situation and carefully evaluate the pros and cons that a rollover might offer.

To learn more about IRA Rollovers, check our blog.

For Use With Clients

IRA Assets and Rollovers: Unlocking Opportunities at Ages 70 and Older
Discuss with clients age 70 and over how they can plan for guaranteed income and leave a legacy by rolling over qualified retirement plans to an IRA. 23075-15A
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IRA Assets and Rollovers: Unlocking Opportunities Before Age 59½
This brochure can help clients under age 59½ identify IRA asset and rollover solutions towards their retirement goals. 23060-15B
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IRA Assets and Rollovers: Unlocking Opportunities Ages 60 to 70
Discuss with clients between ages 60 and 70 how they can maximize social security benefits and minimize taxation by rolling over qualified retirement plans to an IRA as they enter retirement. 23077-15A
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IRA Rollover Checklist
Rolling over retirement plan assets to an IRA may help better achieve retirement goals. Share this check list with clients to help evaluate if a rollover makes sense for them. VLC1897-0823W
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Understanding Rollover Options
If clients are changing jobs, or scheduled to retire soon, help them understand the rollover options for their retirement assets under soon to be previous employer plan. VLC0442-0922
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Understanding IRAs
This educational brochure provides general knowledge about IRAs for clients' financial planning. VLC0015-0823
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Additional Tools

Calculators
Run product illustrations online or use our online calculators to assist in tax planning, retirement planning, distribution planning, and investment fee comparisons.

Want to Talk Further on this Topic?

The Retirement Strategies Group, subject-matter specialists with advanced degrees and designations such as CFA^®, CFP^®, ChFC^®, CLU^®, and JD, are ready to help.

Call
(800) 722-2333
In New York, (800) 748-6907

Email
RSG@PacificLife.com

FINANCIAL PROFESSIONALS

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