Just got off the phone with a client whom attained age 70 1/2…He wanted to tell me that he is sending me back his RMD forms and was very thankful for helping him through this process…he offered to buy me lunch next time I am in the city. I’m thinking Arby’s.
2 thoughts on “First Senior Financial Client now at RMD age”
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Panel Discussion Highlights - 4/19/14 by Crash Proof Retirement on
Kean
Great choice my friend! They are slicing up freshness everyday!
Matt
two words: curly fries