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Clients want to be sure they’ve made a smart decision hiring you to guide their retirement. They want to know that you stay on top of the news and legislation so they don’t have to. With the passage of the SECURE Act, this year communication will be more important than ever. Here, we round up the important dates and tasks clients need to be aware of in retirement. It’s a great conversation opener.
Chart Talk: This map from Blacktower rates each state’s retirement livability by an overall score based on cost of living, crime, property prices, life expectancy and percentage of population that is over 60.
A large balance in a traditional retirement account can be a ticking time bomb that explodes into higher taxes, surcharges, and penalties in retirement. So it is crucial to identify and intervene with those clients who may benefit from distribution optimization planning.
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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