| Masterclass 5: Tax-Smart Distribution Planning - Part 2

> Explore the ordering of withdrawals by tax treatment and see ways that going beyond basic rules of thumb can improve the tax profile of a plan

> Explore how qualified charitable distributions can enhance tax-smart distribution plans

> Learn how customizing Roth conversion plans to meet client preferences and situations can affect tax optimization and client satisfaction
 
View Recording

Masterclass Key Slides

| Client Email Examples

Create client emails to announce your expansion of services of now offering tax-smart planning. You can find email header examples below as well as a couple of emails drafted as a thought starter. 
Email Examples

| Masterclass Email Headers For Client Outreach


(Simply right click on the image to save as to your computer.)

View Next Class >>  

Masterclass Homepage >>