Ed Slott: IRA rollover decision is a high value opportunity for advisers
Advisers should engage in conversations offering six options for what to do with IRAs, which may be the client's largest single asset, said the tax guru and founder of Ed Slott & Co.
Advisers should engage in conversations offering six options for what to do with IRAs, which may be the client’s largest single asset, said the tax guru and founder of Ed Slott & Co.
