Life, Inc. Tools
Not sure where to begin? These tools will help you take the next step in navigating the vast world of retirement plans.
Does your client qualify for tax credits?
The SECURE 2.0 Act that passed in late 2023, offers a substantial amount of tax credits for new plans starting in 2023.
See if your client qualifies, and for how much instantly.
Which plan is best for your client?
Need help navigating which plan is best for you and your business?
Instantly see which plans make the most sense for you and your business.
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