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Actual for You - How to Eliminate Competition with an IRA Rollover
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• I advise the client to be sure and call when the funds arrive so we can immediately get the funds on deposit s
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So in an example of how I do it; lets assume we have an IRA rollover from a brokerage account to a fixed rate annuity. I want the funds transferred as quickly as possible and I want the broker out of the picture.
• I open an IRA account with the receiving company (annuity company). I set up the new IRA and have the company issue a policy number. (they all will do this)
• I have the client ask for 100% of their funds and ask the brokerage house to send them the money. They would tell the brokerage house this is an IRA rollover so no taxes will be withheld.
• The check will be sent directly to the client and for those who do not know, the client can have the funds in their possession for 60 days if it is a rollover.
• I advise the client to be sure and call when the funds arrive so we can immediately get the funds on deposit so
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So in an example of how I do it; lets assume we have an IRA rollover from a brokerage account to a fixed rate annuity. I want the funds transferred as quickly as possible and I want the broker out of the picture.
• I open an IRA account with the receiving company (annuity company). I set up the new IRA and have the company issue a policy number. (they all will do this)
• I have the client ask for 100% of their funds and ask the brokerage house to send them the money. They would tell the brokerage house this is an IRA rollover so no taxes will be withheld.
• The check will be sent directly to the client and for those who do not know, the client can have the funds in their possession for 60 days if it is a rollover.
• I advise the client to be sure and call when the funds arrive so we can immediately get the funds on deposit s
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• I open an IRA account with the receiving company (annuity company). I set up the new IRA and have the company issue a policy number. (they all will do this)
• I have the client ask for 100% of their funds and ask the brokerage house to send them the money. They would tell the brokerage house this is an IRA rollover so no taxes will be withheld.
• The check will be sent directly to the client and for those who do not know, the client can have the funds in their possession for 60 days if it is a rollover.
• I advise the client to be sure and call when the funds arrive so we can immediately get the funds on deposit s
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• The check will be sent directly to the client and for those who do not know, the client can have the funds in their possession for 60 days if it is a rollover.
• I advise the client to be sure and call when the funds arrive so we can immediately get the funds on deposit s
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• I advise the client to be sure and call when the funds arrive so we can immediately get the funds on deposit so interest will start.
• Have the client endorse the check over to their new account at the insurance company and place the new account number on the check. Send in the funds and it will be issued immediately.
Make certain you have made a complete copy of all transactions and give a set to the client and keep a complete set of copies for your file. About 1 in 100 will not be entered as an IRA rollover by the brokerage account and you will need these copies for their tax return.
This easy to use system will result in transfers being completed timely and it removes the conservation effort by the broker.
This system for rollovers means the funds will transfer quickly and it will keep the broker or other insurance agent from holding up the transfer because of conservation.
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