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New Plan Tax Credits
Автор: The Retirement Plan Company, LLC
Загружено: 2020-09-16
Просмотров: 65
Описание:
When we talk to clients about implementing a new retirement plan, it is important to remember to include a discussion on the available tax credits. It could make a difference between a “yes” or a “no” decision.
This episode of Advisor Connect will quickly walk you through the eligibility requirements to receive a tax credit, the amount of credit, and how and when they can be applied.
Take a look and then let us know if you have questions about any specific client situations.We’re here to help!
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