Sponsored by Strata Trust Company
STRATA Trust Company is dedicated to providing Financial Advisors the tools they need to help clients in retirement planning. We know that providing simple, client-approved materials can make advisors’ lives easier. The most recent whitepaper provides insights and tips when discussing a rollover to a self-directed IRA with a client. Here is a preview of what you’ll find inside our latest whitepaper:
Did you know…the average worker today stays at a job just 4.2 years? Chances are your clients recently changed jobs or retired leaving behind retirement savings in their former employer’s retirement plan, such as a 401(k) plan or profit sharing plan. The whitepaper details strategies to make rollovers easier and help widen clients’ diversification levels by considering self-directed IRA options such as real estate or private investments.
- Help clients to avoid pitfalls of rollovers and consider a self-directed IRA or a new employers’ retirement plan to keep growing investments until they retire.
- Make it easy to go over specific rules and regulations associated with rollovers and provide some new ideas for diversification.
Please fill the form below to access the complete whitepaper and more advisor-based tools to make your life easier and your clients happy. Welcome to STRATA Trust!