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Question I could not enter: what to do about clients that have After-Tax money in 401k, plan does not allow in-plan conversions and client has an outside IRA with pre-tax...
10 |
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Breadth of strategies in the tool box and insight which to use for what purpose.
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Very effective, informative, different information than other sources I use.
Since 2009, Advisors4Advisors has streamed CE webinars approved for credit by CFP Board, IWI, and NASBA.
-- CFP®, CPA, CPA/PFS, CIMA®, CFA® continuing education credit live or on-demand
-- Fritz Meyer, Craig Israelsen, Bob Keebler, Frank Murtha
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