“There is a lot of work that some clients should do right away—it’s actually imperative to address these issues in a timely fashion,” warns Jamie Hopkins at Carson Group.
What is your closing rate for 401(k) plans? Have you tried offering simpler solutions?
The SECURE Act is stalled in the U.S. Senate due in part to several lawmakers’ concerns that it does away with so-called “stretch IRAs,” but tax and inheritance experts say other effective tax mitigation strategies are available.
The product bundles complete custody, recordkeeping, administration and portfolio maintenance of IRAs. It can be paperless and resides in a cloud-based environment.