• Adept at developing and maintaining productive client relations • Exceptional negotiation skills and great persuasive power • Able to work effectively with automated environments and interface software • In depth knowledge
of various retirement plans like IRA and Roth • Substantial knowledge of investment and banking procedures and policies
With a new year upon us, it's a good time to be sure you understand the contribution rates and limits
for various retirement plan options, so you can contribute as much as possible.
Learn about the fact that pensions are pretty much not a thing anymore, find out why you can basically just leave your 401 (k) alone when you leave a job and you'll still be in pretty good shape, and dive deep into the tax implications
of various retirement plans.
Learn about
the various retirement plans and savings tools for the self - employed.