5 Key Talking Points for Selling SIMPLE IRAs
Aug 11, 2014
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By Denise Appleby, APA, CISP, CRC, CRPS, CRSP
SIMPLE IRAs can be a handy savings plan for small-business owners, but you must determine suitability first. These five questions can help you determine eligibility and get your client in a plan by the Oct. 1 deadline.