Introduction To Tax Planning For IRAs & Federally Qualified Plans, Robert Keebler's June Tax Class
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Bob is always the best
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Tremendously helpful program as an overview of IRA distributions and rules. Please note that the contribution limits table midway through the presentation contained dated (old) values and should be corrected. For experienced practitioners, this webinar is more of a refresher course, and for newer advisors it offers some valuable information that is essential to quality tax planning options for clients and is integral to being a great advisor to those clients. Thank you.
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