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An Ounce of Prevention

An Ounce of Prevention

Retirement funds are migrating to IRAs. Clients need your help to preserve ongoing tax benefits

There’s a growing estate-planning need for a highly complex, tax-sensitive asset most clients have: retirement savings. As we begin 2014, advisors can help clients understand death benefits offered under governing plan documents and help prepare beneficiary forms. They also need to assist with implementing the resulting transfers at death to preserve ongoing

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