FA Magazine July/August 2021 - Page 65

MAKING COSTLY

ROLLOVER MISTAKES WITH YOUR CLIENTS ?

From the SEC Reg BI that went into effect in 2020 to this year ’ s DOL fiduciary rule , the impact and expectation for standard of care for advising your clients on rollover decisions has never been greater .
Get the actionable training you need to immediately :
• Learn the exact process you need to act as a fiduciary advising on rollover decisions
• Educate clients to properly weigh their options
• Maximize tax-saving opportunities & avoid irreversible pitfalls when making these critical money moves
“ Where else can we get developments up-to-the-minute ?” — Mary Ahearn , Tucson , AZ

LIVE Ed Slott and Company ’ s 2-Day Virtual IRA Workshop July 15-16 | September 23-24 Up to 12 CE credits available Learn more and register today at irahelp . com / 2-day

ED SLOTT
AND COMPANY , LLC
America ’ s IRA Experts irahelp . com | 800-663-1340 | info @ irahelp . com
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