With over a trillion dollars in qualified plans, do people realize the federal government is their partner on these plans and will take millions for their share.

Do your clients understand this and the fact that the share they owe is subject to change? Qualified plans are not "tax saving” accounts as many believe. They only do 2 things: They defer the tax you owe and the tax calculation. You as an advisor know this to be true but don't expect your clients to simply accept what you know to be true.

Qualified retirement plans can be a viable tool for retirement planning, however they can lead to financial ruin if they are not fully understood. Your clients believe these plans are the best tool for their retirement as this is the status quo of today. Two factors that could destroy their wealth are increases in tax bracket to maintain the lifestyle they expect and the Government’s ability to change the rules at any time. Disarm your clients by quickly educating them and showing them the future tax liability and how it may affect their effective rate of return. Prove what is true and clearly find lost dollars that you, as an expert, can redirect into more efficient and effective solutions.

Key Points:

• Show how Pre-Tax dollars that grow Tax Deferred and come out Taxable (Traditional IRA) gives you the Exact Same Net Return as Taxed dollars that grow and come out Tax Free (Roth IRA), assuming the same rates of return and tax brackets - The Truth About Roth IRA's
• Show the Effects of Increasing Tax Due to Lifestyle Growth That Most People Experience As They Go Through Life's Journey
• Show 100 years of Tax History and How Often The Government Has Changed The Rules
• Quickly Determine The Exact Dollar Amount where Contributions Become Inefficient In Qualified Plans
• See What Effect a Company Match Has On 401k Type Qualified Plans

Here Is a Free Sales Tip: (Learn this technique and more by attending our highly acclaimed 2-Day Live Training)

If you borrowed a million dollars for a business venture, what 2 pieces of information would you want to know from the lender before you cashed the check? You would want to know the interest rate and the term of when the money needed to be paid back. What if the lender told you they do not need the money right now but will need it back sometime in the future? What if they also told you that they do not know how much interest they need to charge right now, but would tell you in the future at the time they want their money back. Would You Cash That Check? We hope The Answer is NO WAY!

This is exactly what the federal government has told people through Qualified Plans yet very few people really understand these terms! Educate your clients about this and many other powerful concepts.

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