Monday, November 20

Monthly Archives: October, 2013

The November Register will have an article entitled Advising Your Clients on Pension Plan Options. Below is an exert. You can read it in its entirety in the November issue coming out soon… By Jeff Rattiner, RFC There are certain guidelines that you may want to re-enforce to your client when selecting a pension plan option.   You should include the following: • Don’t select an option if you don’t understand how it works. • Keep your retirement planning as simple as possible. • Be sure that whoever advises you is technically competent and professionally qualified to perform the…