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others have said about “The 201! Best and Worst Planning Ideas for Your Client’s Retirement Benefits”
“Natalie, I just got your outline and I really like it. Comprehensive
and I like the format. It is very easy to use.”
“This outline is invaluable as a checklist of ideas to be considered
in different situations (such as advising a client whether to roll
over to a different plan, or drafting a beneficiary designation form).
Plus, this is the first place to look when you hear about a new tax-saving
or investment idea for IRAs.”