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When it comes to taxes there are four phases involved with retirement savings.

Many people choose traditional IRAs and 401ks because they get a tax break during both the contribution and accumulation phases.

But, this means they could end up getting clobbered by taxes once they get to the withdrawal and transfer phases.

This is an important conversation to have with your clients. And this slide can help you get started.

If you don’t have enough prospects to talk to, maybe you need to change your website.  Maybe you need a Lead Gen Website from Advisor Grid.  Take a few minutes and check out our Lead Gen Websites.  See how the right kind of website might get you more leads and more attendance at your next workshop.

And if you like these free slides, please tell your associates and other advisors about