IRA Fact Sheets - Use Instead of Business Cards

The effective 'IRA Business Card': Communicate changes to plan limits to clients, prospects and networking professionals. They will constantly see your information when they check your IRA Fact Sheet for plan limits and other information including age-related rules and the RMD life-expectancy table. (Updated with 2017 Plan Limits- see limits included here)

Sample blue template   Sample green template


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Fax: 888-524-3120

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