Financial Advisor’s Guide

Two comprehensive books are available to financial advisors who join Savvy IRA Planning for Boomers.

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Horsesmouth Savvy IRA Planning FA Guide

The Financial Advisor’s Guide to
Savvy IRA Planning

This 200+ page guide written by Jeffrey Levine, CPA/PFS, CFP®, CWS®, MSA, walks you through all the major aspects of smart IRA planning. It equips you with the technical knowledge and insights that you’ll need to educate clients and prospects about the value you will deliver, minimizing the impacts of taxes on their retirement distribution.

Horsesmouth Savvy IRA Planning 150 Questions

150 IRA Planning Questions Answered: What Savvy Advisors Need to Know

This 75+ page report gives you specific answers to real-life, difficult IRA questions you and your clients will encounter. IRA experts spend much of their time researching and answering tricky IRA planning questions. Now you’ll have easy access to a body of questions you’ll likely face as you educate clients and prospects about IRA planning.