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.
IU-3867220.1 (10/2021) (Exp. 10/2023)