Gain Access to Our Free Guide,
"How to Effectively Build a Multi-Disciplinary Practice"
© Copyrights by RTB Financial Group. All Rights Reserved.
This presentation includes a discussion of various assets, including life insurance, in a qualified plan. The information provided is meant to be informational and should not be considered legal opinions on specific facts or as a substitute for legal counsel. Please speak with your tax and/or legal counsel for advice specific to your situation. RTB Financial Group & Insurance Services LLC (DBA RTB Advisors) webinars and related podcasts are provided for general information purposes only and do not constitute accounting, legal, tax, or other professional advice. Visitors/ participants should not act upon the content or information found here without first seeking appropriate advice from an accountant, financial planner, lawyer, or other professional.
To ensure compliance with requirements imposed by the IRS and Circular 230, visitors should know that any federal tax advice contained in this website and related podcasts is not intended to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any transaction or matter addressed herein. We make every effort to provide correct and accurate content as of the date of publishing. However, we give no assurance or warranty regarding the accuracy, timeliness, or applicability of any of the contents. We assume no responsibility for information contained on this website and disclaim all liability in respect of such information, including but not limited to any liability for errors, inaccuracies, omissions, or misleading or defamatory statements.