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Dodging IRA Disasters and Fostering Team Synergy

The Perfect RIA

CHAPTER

Navigating IRA Mistakes, Tax Planning Strategies, and Team Communication

This chapter delves into common errors with IRA accounts, tax planning tips, and strategies for improving team communication and follow-up in a business environment. Key points include handling rollovers accurately, understanding the 60-day rule, verifying financial transactions on tax filings, and managing unique tax concerns from clients.

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