Is your client or prospect looking for higher tax deductions? Are they fully funding their SEP or 401(k} plan? December 31st will be here before you know it. The fourth quarter is a time to review your clients’ or prospects’ retirement objectives to make sure they do not miss the opportunity to implement a new plan or upgrade an existing plan before year end.
Contact us if you are interested in more details about Year End Retirement Plan Opportunity events for the coming year.