These two powerful Federal programs serve as the foundation to most every client’s retirement income, but get it wrong and there are costly and permanent penalties to pay. Take away new tips and key discussion points to share with clients who think they’re ready to jump into the fray.
These two powerful Federal programs serve as the foundation to most every client’s retirement income. They are tightly wound together, with intricate rules and applications. The actions a client takes with one program directly impacts the other. Get it wrong and there are costly and permanent penalties to pay. Each program on its own is complicated and confusing. Link them together and it’s a recipe for disaster. Join us for a lively conversation about what every advisor needs to know to help clients navigate these retirement waters. Take away new tips and key discussion points to share with every client who thinks they’re ready to jump into the fray.
Speaker:
Marcia Mantell, RMA®, NSSA
President, Mantell Retirement Consulting, Inc.
Premier Continuing Education (CE):
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- Credit is automatically uploaded to your certification record(s) but can take up to 24 hours to be reflected
- One year from the date purchased