Thanks to recent changes in IRS rules, practically everyone is eligible for a Roth IRA conversion minus the tax consequences. This offers a significant opportunity for credit unions to both offer a compelling member benefit and also generate non-fee income. In this podcast, we visit with Kim Johnson, Director of ERISA Technical Support for Ascensus. Kim joined Ascensus in 1994, bringing to his position a wide range of experience in the insurance and investment industries.
Ascensus is the NAFCU Services Corporation Preferred Partner for IRA, Retirement Plan and Health Savings Account Solutions.
Interviewer: David C. Frankil, President, NAFCU Services Corporation, email@example.com; (703) 842-2226
Show References: www.nafcu.org/ascensus