Use this client-facing letter to provide clients with tips on avoiding double taxation of their IRA distributions
This includes an overview of the following. :
And a call to action.
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Yes. Your IRA Digestible comes with free updates for the year. If there are law changes that affect your IRA Digestible, we ill notify you. You can then download a copy of the newly updated PDF at no charge
Download and share your PDF copy with your local professional printer. We recommend the following specifics.
Share your IRA Digestible with clients, prospects, business connections, and anyone else that you think would appreciate the information.
No. But, compliance departments approve our products. If required, please share with your compliance department for approval.
Our Products
IRA Digestibles. IRA information condensed into digestible lenghts and format.
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