Proposed IRA Changes for 2022 Advisors Must Know
Advisors must stay on top of new IRA changes or risk losing out on valuable tax-saving strategies for clients, or worse, making a critical mistake that could impact a lifetime’s worth of saving.
With Jeffrey Levine, CPA/PFS, CFP®, AIF®, CWS®, MSA
Wednesday, November 3, 2021 at 4:00 p.m. ET / 1:00 p.m. PT