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UPCOMING WEBINAR:
GBS and AIG Present: You Inherited an IRA... Now What?
Join us for a special webinar which features highly regarded keynote speaker, Joe Ross, ChFC, CLU, CRC of AIG, who will share his insightful observations concerning changes to the IRA landscape and other information which is crucial to your IRA beneficiary clients and the optimization of their IRA inheritance.
The SECURE Act forces beneficiaries to pay taxes on their inherited IRA within 10 years, and beneficiaries can’t do a Roth Conversion… but they can do THIS!
Learn how to give IRA beneficiaries the advantages of a Roth Conversion, and learn things you didn’t know about how The SECURE Act affects IRA legacies.
*Please remember that converting an employer plan account or traditional IRA to a Roth IRA is a taxable event. Increased taxable income from the Roth IRA conversion may have several consequences including (but not limited to) a need for additional tax withholding or estimated tax payments, the loss of certain tax deductions and credits, and higher taxes on Social Security benefits and higher Medicare premiums. Be sure to have your clients consult with a qualified tax advisor before making any decisions regarding an IRA.
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Join us on Tuesday, April 12, 2022
11:00 a.m. PST / 2:00 p.m. EST
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Joe Ross, ChFC, CLU, CRC
Sales Productivity and Business Development
AIG Life and Retirement
Joe Ross, ChFC, CLU, CRC has been in the insurance business since becoming fully licensed in 1978 at the age of 16, and went on to obtain his Insurance degree from the University of Iowa, being awarded the coveted Emmett J. Vaughan insurance scholarship.
Joe brings over 40 years of wisdom, experience, sales aptitude and motivation to develop and deliver knowledge and skills that drive success for agents, financial advisors and wholesalers. With his unique insights and acumen, Joe has been the brainchild behind sales concepts that have driven life insurance and annuity sales for four decades. His broad-based knowledge of products, tax law, sales, marketing, effective messaging and professional development make him an asset throughout the financial services industry
Well-known for his experience, insight, and motivational presentations, Joe is highly regarded as a Keynote speaker at conferences around the country.
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We at GBS Insurance thank you again for your business. For more information or insurance quote requests, please contact your brokerage manager or give us a call at (800) 473-5966
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For agent use only - not for use with the general public.
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Corporate CA License No. 0D87913
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21820 Burbank Blvd., Suite 301
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GBS Insurance and Financial Services, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual’s personal circumstances. To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.
These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.
© 2022 Arthur J. Gallagher & Co.
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