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Savvy IRA Planning

The Baby Boomer’s Guide to IRA Planning

This 3-panel, 6-sided, 8.5” x 11”, laminated reference guide for clients reinforces your expertise and helps to explain key concepts every client must consider when making IRA Planning decisions.

Savvy IRA Planning with Ed Slott and Company

Get the IRA planning expertise you need to educate clients and unlock retirement assets.

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