Distribution planning with a tax-free strategy, featuring David McKnight

Replay our virtual event with David McKnight, financial and tax-planning expert and best-selling author of The Power of Zero, to learn strategies for helping clients keep more of their assets and create tax-free income in retirement.

For more information, visit equitableLIFT.com/SimpleAdvantages.

IU-3778129.1 (09/2021) (Exp. 09/2023)