Another 12 Basic Retirement Plan Concepts That Every Financial Advisor Should Understand

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As stated in my original article on retirement concepts that advisors should understand, financial advisors have enough on their plate. However they should be aware of some very basic concepts on how the industry works in order to stand out among their competition as well as augmenting their client’s overall retirement plan experience. It is my belief that better educated retirement plan advisors will help create better retirement plans. This is why my law practice is heavily concentrated on helping advisors with their current and potential retirement plan clients. Hopefully, this article will further help retirement plan advisors understand some more basic retirement plan concepts that can help them develop and maintain their retirement plan book of business.

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DISCLAIMER: Because of the generality of this update, the information provided herein may not be applicable in all situations and should not be acted upon without specific legal advice based on particular situations.

© Ary Rosenbaum, The Rosenbaum Law Firm P.C. | Attorney Advertising

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