We help you build your #business through our proprietary programs such as the second opinion program, innovative #marketingplans, #clientretention programs, and many more all designed to not only build your business but to increase your cash flow.
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At America’s Tax Solutions™ our mission is to provide our CPA affiliates with the necessary tools, resources, and training to effectively meet the complex needs and demands of clients in the areas of asset management, retirement... https://t.co/1hCvmCRNOU
The past may not be a good indicator of the future. Help your clients keep a balanced asset allocation in their profile.
#AssetAllocation#RetirementPlanning#Finance
Great video from @AtheneUSA
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It can be challenging to move your clients past immediate gratification when thinking about money. Learn how to encourage your clients to be more proactive about their financial future. https://t.co/S5nAQv1x0m
The past may not be a good indicator of the future. Help your clients keep a balanced asset allocation in their profile.
Great video from Athene USA https://t.co/ITn43IjGjK
#FinancialFriday | Does your retirement plan cover both your short-term and long-term needs? Play the retirement match game to be sure. https://t.co/o9XGAjM6NG
Learn what you need to know about the two big retirement bills in Congress and how they will directly affect your practice.
Join us for our 2020 Tax Preparedness Tour!
#TaxFiling#CPA#Accountants#Accountant#Seminar
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An annuity is a retirement savings and income product that helps protect you from outliving your money. Wondering if an annuity might be right for you? Check out Annuities 101 to find out. https://t.co/4ifDpmEciu
Regardless of your client's health status, too many Americans leave out a crucial planning component when they are structuring our contemplating a retirement plan: Long- term care.
Don’t let your clients future go unprotected.
#FinancialPlanning#Finance#CPA
Long-term care expenses are a key risk to your client's retirement plan, help them plan for this.
CPA’s- Contact us so we can show you how to protect your client's portfolio.
#FinancialPlanning#ClientPortfolio#RetirementPlanning
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Long-term care expenses are a key risk to your client's retirement plan, help them plan for this.
CPA’s- Contact us so we can show you how to protect your client's portfolio.
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April 15, 2019: For most taxpayers, this is the deadline for making 2018 contributions to a traditional or Roth IRA, HSA and/or ESA. Excess contributions must be removed in a timely manner to avoid the 6% penalty tax….
Don’t let your clients fall behind!
“Since annuities are one of the best ways to guarantee lifetime income, we wanted to understand why that disparity exists and raise awareness about solutions that can help consumers.”
#Annuity#Annuities@AtheneUSA
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