Learning how to be a stock option detective. Training the client to find them. Tools to help you look like an expert. A cookbook approach to stock options. Retirement Plans - New Minimum Distribution Rules.
New regulations simplify and liberalize the old rules.
Minimum distributions before and after death Planning ideas for beneficiaries. Charts to simplify the new rules and options. Methods to save and pay for college. Some tax advantaged and some not. Using client-friendly handouts.