IRAS: Goldmine or Minefield?

Michael Sosnowski, CFP, ChFC, CLU, RICP, CSF, Director, Transamerica Advanced Markets

November 12, 2020

It’s no secret that capturing individual retirement account (IRA) rollovers is one of the biggest business opportunities today. The challenge lies in understanding all the rules and regulations that govern IRA transactions. In this presentation, we provide an overview of key IRA rules and regulations. Even more important, we show you how to leverage IRA knowledge to attract individuals with eligible rollover assets, demonstrate benefits of working with a financial professional, and influence the value of personal guidance to beat the competition.

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