Save Clients From The Unexpected Tax Time Bomb in Retirement
Grow Your Business With Tax-Efficient Retirement Planning
Show your clients how to keep more of their money in retirement through savvy tax-efficient planning that also will grow your business.
This SMS Financial Solutions eBook will show you:
- Which tax strategies can be beneficial for retirees
- When to take advantage of these techniques
- How to talk to your clients about taxes in retirement
- How you can demonstrate the value you've added to their retirement income strategy