Brought to you by the Advanced Consulting Group of Nationwide
Featuring: The LTC Talk Clients Need (and how to prepare), Why ERISA Matters (even when it’s nonqualified), and using HSA’s in Retirement Planning.
What You’ll Find Inside:
- Including health savings accounts as a retirement planning tool… Page 6
- Preparing for an effective LTC conversation with clients… Page 8
- Create income using deferred annuity to immediate annuity partial exchanges… Page 13
- It’s nonqualified – Why should I care about ERISA… Page 16
- What’s new in the 2018 Farm Bill… Page 21
- Utilizing retirement plan contributions to maximize the IRC 199A deduction… Page 24