7 Deadly IRA Sins—Ignore them at your own peril!

Feb 13, 2018
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Avoid seven of the most common and costly IRA mistakes that frequently trip up advisors and their clients. Many of these mistakes are fatal and cannot be undone. Get it right the first time and avoid unhappy clients... and their lawyers!

Download the slides

Highlights of this program include:

  • How to avoid rollover mistakes, especially as you're bringing in new business!
  • Spousal beneficiary planning strategies that are often missed
  • RMD problems even the most seasoned advisors fail to detect
  • Divorce and retirement plans—only one chance to get it right
  • The ever-changing retirement distribution planning world

Your presenter is Jeffrey Levine, leader of the Savvy IRA Planning Program.

IMPORTANT NOTICE
This material is provided exclusively for use by Horsesmouth members and is subject to Horsesmouth Terms & Conditions and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.

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