RightTraining: Comparing Retirement Savings Options
Автор: RightCapital
Загружено: 2025-10-29
Просмотров: 174
Описание:
Clients often ask, “Should I choose a Roth or Traditional IRA?” or “How does a SEP differ from a SIMPLE IRA?” The answer depends on far more than just account type. Join us as we review a case study focusing on:
Building and comparing savings proposals
Reviewing contribution limits, eligibility, and tax treatments
Best practices for presenting scenarios to clients
[Originally presented 10/24/25, edited for time and clarity]
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