Historically, a sum of money saved for the future was described as a “nest egg.” However, many Americans actually have multiple options for saving for retirement. So, instead of the single nest egg, many people actually have a carton of retirement income options.
Learn how the current tax system, Social Security rules and other factors interact to either cost or save clients' money, how you can identify and tackle these issues simply, and how you can communicate these complexities to clients in a clear way that differentiates you from the competition.
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