3 Essential Questions to Ask When Preparing a Power of Attorney for an IRA
Feb 27, 2017
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By Jeffrey Levine, CPA/PFS, CFP®, CWS®, MSA
Your clients may not want to talk about it, but they need to think about who they would trust to manage their finances in the future if they are unable to. Are you prepared to guide your clients in appointing a Power of Attorney?