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Capturing High Balance IRA Rollovers
Pub. Type: 
Your Price: $49.95
The opportunity to capture the some of the $362 billion of retirement assets that were eligible for rollover last year is a formidable one. Of those who could rollover their assets, 2.7 million chose to rollover approximately $180 billion into an Individual Retirement Account (IRA). Nearly 60% of participants rolled their assets into an investment offered by a provider they currently use for other financial services. These assets can open the door to many households and their financial holdings. Are you capturing all of the revenue you can? Here are some strategies to help get a more robust slice of that pie.
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