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DTSTART;TZID=America/New_York:20240829T110000
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DTSTAMP:20260418T115305
CREATED:20240828T151054Z
LAST-MODIFIED:20240828T151054Z
UID:9647-1724929200-1724932800@www.mrwfinancial.com
SUMMARY:A comprehensive guide to navigating Roth conversions
DESCRIPTION:How many clients contributing to their retirement savings with pre-tax dollars expect their withdrawals will be taxed at a lower rate? Join Jay Kautt\, Vice President of Advanced Markets at Athene\, who will provide valuable details about Roth conversions and how a Roth conversion can provide valuable tax-free dollars both in retirement and for heirs. \nYou’ll learn about the: \n\nBasics of a Roth IRA\, Roth conversions and the mechanics of executing one\nPro-rata rule\, Roth IRA 5-year rules and withdrawal ordering rules\nResources available to educate you on the guidelines for making a Roth conversion at Athene
URL:https://www.mrwfinancial.com/event/a-comprehensive-guide-to-navigating-roth-conversions/
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DTSTART;TZID=America/Halifax:20240829T140000
DTEND;TZID=America/Halifax:20240829T150000
DTSTAMP:20260418T115305
CREATED:20240821T181635Z
LAST-MODIFIED:20240821T181635Z
UID:9642-1724940000-1724943600@www.mrwfinancial.com
SUMMARY:Lock in Higher Gains: Up to 18% Up-front Premium Bonus1
DESCRIPTION:Designed to give clients confidence they can reach their retirement goals\, Nassau Bonus Annuity Plus℠ offers competitive total accumulation potential\, powerful options for growth potential\, and enhanced control over savings.² \nDiscover how Nassau Bonus Annuity Plus can help clients: \n\nCapture the positive performance of three market indices to grow retirement savings³\nAddress liquidity needs with 5% annual free withdrawals that roll over each year no withdrawals are taken up to a maximum of 25%⁴\n\nBe ready if the future changes with an Early Return of Premium Surrender Benefit available after the fifth contract year⁵
URL:https://www.mrwfinancial.com/event/lock-in-higher-gains-up-to-18-up-front-premium-bonus1/
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