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Speaker, author, teacher, consultant: I teach/consult to financial, tax, and legal professionals about the tax laws that govern IRAs and employer plans
IRA Toolkits
| IRA Tool-kits for Advisors (New) |
A practical, advisor-focused resource designed to simplify complex IRA rules and help you serve clients with confidence. Each toolkit includes curated guidance, checklists, speaking points, and client-facing materials, making it easier to spot issues, avoid costly errors, and stay compliant. Perfect for client reviews, training sessions, and proactive planning. |
| You must have a current membership to view the material |
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