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.

TruChoice Financial - Ann Arbor Office

In October 2019, the TruChoice founding firms – American Financial, Ann Arbor Annuity Exchange, GamePlan Financial Marketing and The Annuity Store – began our journey as TruChoice Financial Group (TruChoice). Together, we’re on a mission to bring you a new wholesaling experience, one that helps you take your business to a whole new level.

Your marketing organization, now the TruChoice Ann Arbor Office, will continue to provide the high-touch service and support that you have come to expect. To view the tools currently available on our new producer portal, or to learn about the marketing programs, training resources and other unique benefits available to you through TruChoice, visit us at www.TruChoiceFinancial.com!

We look forward to exploring this new era and the many opportunities it holds for your business with you. Welcome to the TruChoice family!

TruChoice Financial Group - Ann Arbor Office

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Wednesday, December 07, 2016

Save clients from costly RMD aggregation mistakes