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Roth Conversions and Individual Retirement Annuities
by John Carl, President,
Retirement Learning Center
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WITH THE UPCOMING 2010 law changes that
will liberalize conversions to Roth IRAs going forward, our
ERISA consultants on the Columbia Management Resource Desk
have been answering an increasing number of calls from
financial advisors who have specific questions about Roth
IRA conversions and the tax implications for their clients...
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Upcoming Event
Fifth Annual DCP Institute
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AS THE
RESPONSIBILITY for retirement security shifts from
government and corporations into the era of “personal
responsibility”, experienced and trained advisors are
increasingly becoming the key lynchpins in retirement
success for millions of Americans.
Successful
advisors that minimize corporate costs, work, and liability
and have...
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From
Last Week's Exchange
Wholesaling Due for Change
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WHOLESALING FINANCIAL
SERVICES products to financial advisors has
not changed appreciably in the past 30 years.
It’s hard to think of an industry, product, service,
or even a process that has been as dormant over that same
time period.
Though many industry experts and even wholesalers have been
predicting change, perhaps the recent market downturn will
finally have an impact.
As price pressure...
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Prospect Pipeline APPOINTMENTS
Over $59 Million in 401(k) Set
Appointments Available!
Appointments are currently available for
sale with Plan Sponsors who want to meet
face to face on a specific date and
time. All appointments listed in the
Weekly Exchange are subject to, but not
limited to assignment, rescheduling or
cancellation. These appointments are
listed and available on a
first-come-first-serve basis. These
Leads are exclusive to one advisor for
one full year. For more information,
contact your Account Executive at
1-877-777-401k (4015) or contact Melissa
Nixon, ext. 3308 or
mnixon@401kexchange.com.
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Lead #
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Area Code
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State
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Assets
|
Appt. Date
|
Appt Time
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1 |
707 |
CA |
$300,000 |
12/2/09 |
9:00am |
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2 |
707 |
CA |
$1,300,000 |
12/16/09 |
10:00am |
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3 |
970 |
CO |
$1,500,000 |
12/9/09 |
9:00am |
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4 |
386 |
FL |
$1,500,000 |
12/10/09 |
9:00am |
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5 |
706 |
GA |
$2,500,000 |
12/30/09 |
10:00am |
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6 |
618 |
IL |
$400,000 |
12/3/09 |
10:00am |
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7 |
217 |
IL |
$300,000 |
12/21/09 |
10:30am |
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8 |
260 |
IN |
$650,000 |
12/10/09 |
2:30pm |
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9 |
502 |
KY |
$250,000 |
12/1/09 |
10:00am |
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10 |
502 |
KY |
$300,000 |
12/16/09 |
11:00am |
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11 |
301 |
MD |
$200,000 |
12/8/09 |
2:30pm |
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12 |
410 |
MD |
$150,000 |
12/9/09 |
2:30pm |
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13 |
989 |
MI |
$600,000 |
12/1/09 |
10:00am |
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14 |
989 |
MI |
$700,000 |
12/9/09 |
10:00am |
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15 |
218 |
MN |
$500,000 |
12/29/09 |
10:00am |
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16 |
314 |
MO |
* |
12/29/09 |
2:00pm |
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17 |
910 |
NC |
$353,000 |
12/4/09 |
9:30am |
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18 |
336 |
NC |
* |
12/7/09 |
2:00pm |
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19 |
910 |
NC |
$700,000 |
12/10/09 |
10:00am |
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20 |
910 |
NC |
$150,000 |
12/14/09 |
10:00am |
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21 |
919 |
NC |
$300,000 |
12/16/09 |
10:00am |
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22 |
828 |
NC |
$700,000 |
12/16/09 |
3:00pm |
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23 |
910 |
NC |
$1,500,000 |
12/22/09 |
3:00pm |
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24 |
910 |
NC |
$2,000,000 |
12/28/09 |
10:00am |
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25 |
702 |
NV |
$500,000 |
11/30/09 |
9:30am |
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26 |
419 |
OH |
$425,000 |
12/8/09 |
9:00am |
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27 |
570 |
PA |
$1,000,000 |
12/2/09 |
2:30pm |
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28 |
570 |
PA |
* |
12/2/09 |
10:00am |
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29 |
570 |
PA |
* |
12/8/09 |
10:00am |
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30 |
814 |
PA |
$1,000,000 |
12/21/09 |
11:00am |
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31 |
814 |
PA |
$500,000 |
12/23/09 |
9:30am |
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32 |
605 |
SD |
$1,500,000 |
12/9/09 |
1:00pm |
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33 |
731 |
TN |
$900,000 |
11/30/09 |
2:00pm |
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34 |
901 |
TN |
$450,000 |
12/10/09 |
10:30am |
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35 |
423 |
TN |
$1,200,000 |
12/30/09 |
2:00pm |
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36 |
210 |
TX |
$600,000 |
12/16/09 |
3:00pm |
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37 |
703 |
VA |
$22,000 |
12/2/09 |
11:00am |
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38 |
540 |
VA |
$500,000 |
1/14/10 |
2:00pm |
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39 |
509 |
WA |
$500,000 |
12/17/09 |
10:00am |
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40 |
509 |
WA |
$660,000 |
12/30/09 |
1:30pm |
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41 |
608 |
WI |
* |
11/30/09 |
10:00am |
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42 |
608 |
WI |
* |
12/10/09 |
2:00pm |
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43 |
608 |
WI |
$1,600,000 |
12/17/09 |
9:00am |
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44 |
304 |
WV |
$800,000 |
12/3/09 |
10:00am |
* More information will be provided
when you speak with a 401kExchange
representative. |
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