Denise Appleby- Author, Speaker on IRAs & Employer Retirement Plans; Consultant, and Trainer of Choice for Financial and Tax Professionals
One seemingly simple mistake can erode years of tax deferred savings. Mistakes include those that are made when moving assets between retirement accounts. During this presentation, attendees will learn how to avoid these mistakes, and where possible, correct mistakes that have been made.
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Telephone: 973-313-9877Fax: 888-524-3120
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