Sponsored by Strata Trust Company 
It’s that time of year again! With new rules in place, now is the time to start helping your clients look at retirement and tax planning strategies for 2020. In our latest whitepaper, we provide you the tools to better assist your clients and grow your business. Download the whitepaper and learn more about the following retirement strategies for your clients:
- Contributing to Retirement Plans
- Asset Location
- Roth Conversions
- Qualified Charitable Distributions
- Retirement Plan Rollovers
