by Advisor Controls | Mar 25, 2021 | Qualified Plans
Presenting PDF reports Upon competition of your desired objective, Qualified Plan Concepts offers a full-scale comprehensive presentation for your clients. After filing out all of the required information, click on the “Preview / Print” button located at the bottom of...
by Advisor Controls | Mar 25, 2021 | Qualified Plans
Convert to Roth IRA at death This objective allows clients to convert their current plan to an IRA upon death. Fill out the “Retirement Plan” tab to get started. Upon entering your client’s retirement plan, enter other non-qualified assets they have based on the...
by Advisor Controls | Mar 25, 2021 | Qualified Plans
Convert to Roth IRA during lifetime After completing the “Retirement Plan” tab for this objective you will be prompted to fill out the “Additional Information” section. Here you will have the chance to enter other non-qualified assets based on their amount and growth...
by Advisor Controls | Mar 25, 2021 | Qualified Plans
Additional information Qualified Plan Concepts allows you to enter non-qualified assets to your clients Wealth Transfer plan. Enter the total amount of the asset along with a growth rate under 12%, you must also enter the income tax rate and how long it is effective...
by Advisor Controls | Mar 25, 2021 | Qualified Plans
Additional information After completing the retirement plan tab for this objective, you are presented with the opportunity to enter any non-qualified assets that your client may wish to use for this plan. Additionally, you must enter the income tax rates and use the...
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