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FAQs To Help You Put A Partial Tax Conversion Into Action
Help your clients alleviate their tax burden while they plan for retirement.
Tools and resources to simplify Partial Tax Conversion
When helping clients plan and manage a successful retirement, taxes need to be part of the strategy. EquiTrust offers a Partial Tax Conversion (PTC) program to help your clients systematically convert IRA money over time.
How does it work?
With a PTC, your clients can:
- Convert money from their original EquiTrust Traditional, SEP or SIMPLE IRA into a Roth IRA, or from Inherited IRA into a Non-Qualified contract
- Pay taxes on the partial amount that converts
- Control when they pay taxes on the conversion by spreading it out over a number of years, potentially avoiding higher taxes
Need answers to your PTC questions?
Want to know more about how to guide your client through a PTC? Here are some tools you can use.
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