Sales Week: Use this FAQ to make the Partial Tax Conversion process easy

FAQs TO HELP YOU PUT A PARTIAL
TAX CONVERSION INTO ACTION

Help your clients alleviate their tax burden while they plan for retirement

Tools and resources to simplify Partial Tax Conversion
When helping clients plan and manage a successful retirement, taxes need to be part of the strategy. EquiTrust offers a Partial Tax Conversion (PTC) program to help your clients systematically convert IRA money over time.

We have answers to your PTC questions
Want to know more about how to guide your client through a PTC? We’ve put together tools you can use.

Download FAQ flyer

Download PTC flyer

How does it work?
With a PTC, your clients can:

Convert money from their original EquiTrust Traditional, SEP or SIMPLE IRA into a Roth IRA, or from Inherited IRA into a Non-Qualified contract
Pay taxes on the partial amount that converts
Control when they pay taxes on the conversion by spreading it out over a number of years, potentially avoiding higher taxes
Determine when and how much they convert

Presidents Day

In observance of Presidents Day, EquiTrust offices will be closed on Monday, Feb. 20, and will reopen on Tuesday, Feb. 21.

Want to talk more about our Partial Tax Conversion program? Give us a call at (866) 598-3694.

866.598.3694 • [email protected] • Agents.EquiTrust.com

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EquiTrust does not offer investment advice to any individual or agent/producer and this material should not be construed as investment advice. Products underwritten and issued by EquiTrust Life Insurance Company, West Des Moines, Iowa.

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EquiTrust

7100 Westown Pkwy Suite 200
West Des Moines, IA 50266