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In this episode, Mike McGlothlin shares not one, but five Winning Strategies to create a tax-efficient retirement portfolio.
In this episode of Winning Strategies, Mike McGlothlin gives you three ideas to insulate your practice and remain in control – no matter what happens.
Ash Brokerage remains committed to helping our advisors help their clients retire more securely.
We tend to evaluate products on individual returns, but what’s really important is how a recommendation improves their overall financial position.
Turn old assets with tax-deferred gains into tax-free distributions for long-term care event.
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You don’t have to do a bunch of new or different things. You just have to perform with accuracy and precision.
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Your clients want to remembered long after they leave this world.
Read more >>This webinar is one of three in November that will help you to simplify your approach to long-term care.
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