TERI - Tax Efficient Retirement Income
TerI - tax efficient retirement income webinar
co-hosted by DMI & Nationwide
provided by Nationwide
When your clients ask about planning for tax-efficient retirement income will you have the answers?
DMI and Nationwide co-sponsor this page and upcoming webinar that will deepen your knowledge of retirement income planning by learning about potential tax-efficient planning strategies as your clients lead up to, transition into and draw income in retirement. Feel free to also use the helpful conversation starters and consumer-facing material below: