Discuss the common characteristics associated with different account taxation classes and allow the client to select their preferred tax allocation. Note: You may collect preferences for the client and spouse individually by toggling between the two option buttons. Tracking individual preferences is optional. |
Let's do the same thing again, but this time let's look at taxation options. Do you prefer Taxable, Tax Deferred, or Tax Advantaged accounts? |
No math presented on this screen. |