Download the slides
Highlights of this program include:
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How to avoid rollover mistakes, especially as you're bringing in new business!
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Spousal beneficiary planning strategies that are often missed
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RMD problems even the most seasoned advisors fail to detect
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Divorce and retirement plans—only one chance to get it right
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The ever-changing retirement distribution planning world
Your presenter is Jeffrey Levine, leader of the Savvy IRA Planning Program.