Authors Posts by bobrichards

bobrichards

62 POSTS 0 COMMENTS
ira distribution training

IRA Distribution Marketing and Training for Financial Advisors

As a financial advisor, the issue is commonly, "where do I find the right clients?" If you want to specialize in handling investor's retirement funds, and particularly their IRA distributions and qualified plan distributions,...
technical ira

IRA Distribution Technical

IRA trust There are good reasons to leave your IRA in trust: To keep a beneficiary from blowing all the money on a fancy car or worse To keep the assets away from the spouse of a...