How to Unlock the Largest IRAs Now! with Ed Slott, CPA (Webinar Purchase)

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Your time is NOW!

There is a perfect storm of opportunity for financial advisors happening right now. Even with uncertainty about DOL fiduciary rules, robo advisors, fee pressure and compliance overload, more people than ever are desperate for retirement planning advice, specifically the tax planning for taking their money out. That’s an opening for advisors to attract clients with substantial retirement funds. The tax planning will attract the new money. This program will show you how.