Are you ready for the 4 biggest changes to IRAs in 2015?
December 16, 2014 by Daniel Williams
Changes are coming to IRAs in 2015. Are you ready to help your clients take advantage of those changes?
Sometimes, the inability to maximize value is found in the fine print. As Joshua Kadish, AIF, RFC of RPG Life Transition Specialists, explains, “Too often I see people who haven’t been maximizing their contributions simply because they didn’t know that the limits had been adjusted. Our goal is ensure everyone knows what the fine print says so they can make educated decisions.”
Originally Posted at A.M. Best on December 15, 2014 by Daniel Williams.
Categories: Industry Articles