The IRS is Forcing IRA CD Holders to Move Their Money to YOU!

Okay, slight exaggeration but you can make it come true!  As you probably know a recent Tax Court ruled that only 1 rollover a year is allowed starting in 2015.  Here’s your sales opportunity…

People who use CD’s for their IRA’s could be in big trouble.  A bank will open a new IRA for each CD and at the end of the term the IRA is closed and distributed to the customer to reinvest.  If they have more than 1 IRA CD mature in a year, they are violating that rule.  Look through your files to find your clients with bank CD IRA’s and get them moved to your watchful eyes.

About Mike Kaselnak

Michael Kaselnak is considered one of the top marketing and sales experts in the financial services industry. He has personally mentored over 300 financial advisors in the past 10 years. These financial advisors saw their average production increase by 62%. Many saw increases of over 300 percent. He writes articles that have appeared in many mainstream magazines and has written the popular report 300 Financial Headlines that sell.
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