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Marketing & Networking Tools

Here are your "IRA Checklists" & " IRA Fact Sheets"

Use for networking with CPAs, and client contact & prospecting.

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2021 IRA Fact Sheet-Hard Copies.IRA and Employer Plan Limits at a glance $355.00 / 100 piece(s) * List Price $355.00 In stock	2021 IRA Fact Sheet-Hard Copies. IRA and Employer Plan Limits at a glance $165.00 / 50 piece(s) * List Price $210.00 In stock	2021 IRA Fact Sheet-PDF Version.IRA and Employer Plan Limits at a glance. $130.00 * List Price $130.00	2020 IRA Event-Planning Calendar- Share with your network - PDF Version $130.00 * List Price $130.00
2020 IRA Event-Planning Calendar- Share with your network - HARD COPIES CUSTOMIZED-Glossy card stock $355.00 / 100 piece(s) * List Price $355.00	IRA Beneficiary Checklist for-- Send to your CPA network. HARD COPIES CUSTOMIZED-Glossy card stock $355.00 / 100 piece(s) * List Price $355.00	IRA Rollover/Transfer Checklist - Send to your CPA network. HARD COPIES CUSTOMIZED-Glossy card stock $355.00 / 100 piece(s) * List Price $355.00	IRA RMD Checklist Checklist - Send to your CPA network. HARD COPIES CUSTOMIZED-Glossy card stock $355.00 / 100 piece(s) * List Price $355.00
IRA Tax Reporting Checklist - Send to your CPA network. HARD COPIES CUSTOMIZED-Glossy card stock $355.00 / 100 piece(s) * List Price $355.00

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