Retirement Planning Under the Tax Cuts and Jobs Act: What You Need to Know

Oct 30, 2018
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The new tax code will dramatically shake up your clients’ financial plans, savings plans, taxes, and investment portfolios. Join Jeff Levine, Savvy IRA subject matter expert and president of Fully Vested Advice, Inc., as he delivers this briefing on the various bon bons and bombshells in the proposed new legislation.

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