Tax-advantaged accounts, including traditional IRAs, 401(k)s, and 529 plans, present a unique opportunity for high-value clients to strategically build and preserve wealth. Financial security agents and representatives who collaborate on joint case work with experts like Anthony Cross of Edmond, Oklahoma, can offer a comprehensive approach to optimizing these vehicles, allowing clients to maximize their… Continue reading Maximizing Tax-Advantaged Accounts for High-Value Clients: Insights for Security Reps in Joint Case Work