Ann Arbor Annuity Exchange: Save clients from costly RMD aggregation mistakes

Wednesday, December 07, 2016

Save clients from costly RMD aggregation mistakes

Save clients from costly RMD aggregation mistakes
By Ed Slott
(Financial Planning)

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AAAE does not provide tax or legal advice. You are encouraged to consult your tax advisor or attorney.

Ann Arbor Annuity Exchange

Founded in 1990, Ann Arbor Annuity Exchange (AAAE) is one of the oldest and most well-respected marketing organizations leading the industry today. As a wholesale distributor of traditional fixed annuities, fixed index annuities, life insurance, and long term care insurance, we serve the independent financial professional.

AAAE helps financial professionals get in front of more prospects, develop new clients, and improve their operations by leveraging a long list of compliance-friendly marketing and sales solutions.

We were built on producer relationships and continue to use our unmatched service model to allow financial professionals to focus on what matters most: helping clients achieve their retirement goals.

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Wednesday, December 07, 2016

Save clients from costly RMD aggregation mistakes