Tax Cuts and Jobs Act Opportunities for Qualified Money – A Distribution Solution

Speakers: Mary Read

Year: 2019

Body of Knowledge: Accumulation Planning with Life Insurance, Retirement Income Planning
Competence: Sales | Level: Advanced | Session Rating:

Taking back control of qualified money. Save taxes on distribution, eliminate required minimum distributions and leverage for greater benefits. 3 session takeaways: 1. Learn how to reduce the taxes on clients’ qualified accounts 25% or more 2. Eliminate Required Minimum Distributions 3. Increase benefits and reduce risk on qualified money

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