WSJ Article: How to Leave Grandkids Your Retirement Savings –
And Not a Huge Tax Bill
This 07/09/2023 Wall Street Journal article educates readers about opportunities to restructure unneeded retirement savings accounts to minimize future taxes for grandchildren. As you read the article, jot down the names of clients who will be interested in the topic, then:
- Forward this free link to the article to appropriate clients and prospects
- Follow-up and offer to discuss the relevance of the strategy for them
- Post the article on social media, offering a complimentary consultation
Keep your name in front of your clients and prospects with a fresh idea at least monthly. You’ll be the first person they think of when it comes to discussing their financial strategies.