10 Critical IRA Errors Advisors Must Avoid | PFP learning library archived webcast
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10 Critical IRA Errors Advisors Must Avoid | PFP learning library archived webcast

2 years ago · 1 hour 53 min watch

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Don’t make these mistakes! For more than 40 years, IRAs have been available as a retirement-savings vehicle, but the rules surrounding them are constantly changing, and they are incredibly – and deceptively – complex. Each year, client mistakes, advisor errors and oversights by financial institutions cost clients millions of dollars in unnecessary taxation. During this webcast we will review the most common mistakes and oversights so you can help your clients avoid them and save money.

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