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Sunday, December 15, 2019
HomeRolloversCase Study: Eliminate IRA Rollover Worries for Your Clients

Case Study: Eliminate IRA Rollover Worries for Your Clients

The Ask

When your client asks “What do I do with the money in my 401 (k) plan when I change jobs?” we can create a hypothetical scenario where a prospect/client is about to change their employment and this is actually very real for all of us during our employment years. Changing a job can be stressful just by itself let alone when you need to think about all ensuing consequences like managing retirement money and can become unbearable. So, the natural question for anyone would be “What do I do with the money in my 401 (k) plan?”.

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Below you can watch a short video about the IRAFiduciaryOptimizer.

 

Be sure to request a complete demo to get a personalized tour with our client success team, get pricing plans and learn about other online tools for financial advisors Larkspur-RiXtrema has to offer:

 

 

 

 

 

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