Sentences with phrase «powerful retirement income planning»
The backdoor Roth IRA strategy can offer a powerful retirement income planning tool to high income clients — but it is important that the client understand the IRS - imposed rules and restrictions that apply to these accounts before rushing to fund a backdoor Roth.
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It provides a quick, powerful, interactive, intuitive, inexpensive, and easy - to - use solution for retirement planners to advise individuals, couples, and retirement plan participants that want to quickly and easily estimate their retirement savings and compare that to their future retirement income goals.