Today’s tax structure provides important opportunities to help manage personal taxes now and into retirement. With the large amount of money in retirement plans, this session will cover important considerations for the attendee as they help clients work with their tax advisor to keep more of their money for themselves and for those they care about.
Learning Objectives:
To help financial professionals uncover clients’ coming tax issues.
To help financial professionals understand appropriate tax strategies.
To help financial professionals communicate the impact of coming tax issues.
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