WEBINAR Planning for Retirement Dollars. Hosted by Ash Brokerage
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WEBINAR Planning for Retirement Dollars. Hosted by Ash Brokerage

Planning for Retirement Dollars. 1.0 CFP CE It’s a discussion about health, lifestyle, family and how your clients want to spend their final years. There’s no clear-cut way to have this conversation, but it’s worth having – with every single client.

 Export to Your Calendar 6/2/2020
When: Tuesday, June 2, 2020
12:00 PM - 1:00 PM
Where: Live Webinar
United States

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Qualified savings opportunities are tremendous means of wealth accumulation. The unique ability to save pre-tax dollars and allow that money to accumulate without tax on gains is a great way to save for retirement and clients often spend considerable time and energy to maximize their ability to contribute to tax-qualified instruments. However, qualified dollars often present significant tax consequences to inheriting non-spouse beneficiaries. We will discuss a few strategies to minimize the overall tax impact of leaving qualified dollars as a legacy.
 
Ash is here to partner with you. 
 

1.0 CFP CE


FREE for FPA of Illinois Members

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