Course Library
Retirement Distribution Strategies
Western CPE
Knowing how to help clients prepare for retirement is an essential skill for financial professionals. In order to assist clients, you need to know how to help them invest prior to retirement and how to shelter their assets and lower tax rates once retired. In Retirement Distribution Strategies, Robert Keebler walks you through the process of how to properly allocate assets to provide a comfortable, stable strategy for those thinking of retirement.
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