5 Key Talking Points for Selling SIMPLE IRAs

Aug 11, 2014 / By Denise Appleby, APA, CISP, CRC, CRPS, CRSP
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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.

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