A large mutual fund company is providing financial advisors with tools and materials to use in assisting clients with Roth individual retirement account conversions.
John Hancock Funds, Boston, says the resources include research papers, brochures, videos, webinar, client seminar, an interactive Roth conversion calculator, and access to advanced law and tax planning experts in Hancock’s special markets group.
The goal is to help advisors understand the Roth IRA conversion opportunity and how it can help eligible clients achieve financial and retirement planning objectives, says Foran Hoch, vice president and head of marketing for John Hancock Funds.