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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

Rules for Contributing to Multiple Retirement Plans

  • 11 May 2016
  • 4:15 PM - 5:30 PM

For Ed Slott's Elite Members 

Increase your AUM by increasing your clients’ retirement nest eggs

Location:  Ed Slott's Elite IRA Advisor Group Meeting

According to reports, 66 percent of working families fall short of conservative retirement savings targets. The odds are, many Americans will have no choice but to have a working retirement because they simply do not have enough saved to fully retire.


But, what if you can help your clients get from behind this retirement eight ball, by showing them how to double up on plan contributions?


This solution is not for everyone. But, for those who are eligible, the results can be quite rewarding.


Consider the client who can afford to contribute $53,000 to each of two retirement plans.

That’s a nest egg of $1.3 Million after 10-years and $3.5 million after 20 years (assuming a conservative rate of return of only 5%).


Come and join us as we discuss how to identify eligible clients, and how to avoid the pitfalls of ‘ineligibly doubling up’ on plan contributions. 

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Grayson, GA 30017

Telephone: 973-313-9877

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