Monthly Archives June 2015

IRA Reboot

(Click on the image above to view the presentation) Do your clients know the real value of their IRA?  The after-tax value? Watch this webinar and learn about our IRA Reboot strategy.  Only now, as thousands of baby-boomers are retiring, are we learning how tax inefficient qualified plans can be for retirement income.  Fortunately, we have a solution and we call it IRA Reboot.
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