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UID:3952-1615986000-1615987800@saversmarketing.com
SUMMARY:American National: Roth 401(k)
DESCRIPTION:Business Owners are looking for deductions today and tax-free income at retirement. Is that possible? YES! \nJoin American National as we talk about the Modern 401(k) Plan. Learn how you can help your business owner clients save on taxes now and achieve some tax-free income at retirement by utilizing Roth contributions inside a 401(k) plan. We will go over the advantages and special considerations of this plan feature.
URL:https://saversmarketing.com/event/american-national-roth-401k/
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CREATED:20210304T185007Z
LAST-MODIFIED:20210304T185007Z
UID:3982-1615986000-1615989600@saversmarketing.com
SUMMARY:Transamerica: Advanced Markets
DESCRIPTION:Many clients expect their financial professionals to take a holistic approach to empower them to meet their goals. Tax time presents a great opportunity for a 1040 review to help clients better understand their tax situation and help yourself uncover protection gaps and opportunities for tax diversification. Because things can change\, it is also a great time to have a conversation with clients about life events and conduct a beneficiary designation review to ensure everything stays in order.
URL:https://saversmarketing.com/event/transamerica-advanced-markets/
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