Speaker, author, teacher, consultant: I teach/consult to financial, tax, and legal professionals about the tax laws that govern IRAs and employer plans
Click to Download the 2024 version (sample) IRA Fact Sheets - Use Instead of Business CardsThe effective 'IRA Business Card': Communicate changes to plan limits to clients, prospects and networking professionals. They will constantly see your information when they check your IRA Fact Sheet for plan limits . SEE SAMPLE FRONT AND BACK BELOW Get your own branded copies by ordering below . Complete this form to place your order ORDER FORM BETTER THAN A BUSINESS CARD: Your order includes a PDF copy and the
number of hard copies that you order (below). These can be customized
with your logo/photo and contact information. Use this form to
communicate changes to plan limits to clients and prospects. PDF copies will be
provided within 72 hours. Hard Copies will be sent to print and shipped Below is a sample of what your branded version would look like |