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Ed Slott, CPA
Thursday, 24 September 2020 13:22

"Congress never imagined the IRA to be an estate-planning vehicle."

"Retirees are much to loyal to the company that employed them. When it comes to retirement savings, your first loyalty must be to yourself."

"I do not sell life insurance. I am a tax advisor. And as a tax advisor, I can tell you that the single biggest benefit in the federal tax code is the income tax exemption for life insurance."

 

Brent D. Gardner, CLU, ChFC

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