Retirement, Roth or after-tax money

Name where the money comes from so results show products that accept that source and tax type.

A product may not accept your client's kind of money.

Uses credits: 15 per quote, 20 per illustration (list prices)

You'll learn to

• Name the client's money the way Annuities Genius spells it
• Find products that accept Roth conversion money
• Show required minimum distributions in an illustration

In this guide

1. 1. Qualified or not: the same client, three money types
2. 2. Roth conversion money: which annuities take it?
3. 3. Required minimum distributions (RMDs) in the illustration