The following transcript of a recent live professional development webinar provides tremendously practical tips for advisors and their clients to help navigate traditional IRA distributions. This presentation was delivered in live webinar format in 2014. […]
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This article is part of the most recent issue of Retirement Insight and Trends, worth 1 hr CFP®, CRC®, ASPPA, CLU®, ChFC®, CASL and other CE.
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