Sources: BlackRock; Internal Revenue Service
Retirement is the most universal of financial goals. So the more you know about retirement accounts, the better for your clients — and your business. Leverage BlackRock’s resources to enhance your knowledge and help your clients implement strategies suited to their retirement needs and circumstances.
Engage with clients transitioning to and in retirement
Discuss if a Roth conversion is right for them
Review their beneficiary designations and introduce the “Stretch IRA”