Order Form for “The 100 194! Best and Worst Planning Ideas for Your Client’s Retirement Benefits”

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Please send me “The 100 194! Best and Worst Planning Ideas for Your Client’s Retirement Benefits” Seminar Handout. Read description

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What others have said about “The 194! 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.”
AC, Maryland

“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.”