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Never Too Early to Start
While most retirement planning is geared toward middle-aged investors, advisors should also remember that the younger generations can use help too. In our current issue, we have a number of stories on retirement planning. One is written by Karen Wimbish, director of Retail Retirement at Wells Fargo, and she focuses on the needs of this younger generation and how advisors can help.
Here we present a few highlights, but if you want to read the original article, click here.
Help Your Current Clients' Children
One thing advisors can do is develop relationships with existing clients' children by offering guidance on 401(k) choices or (if they have extra money) opening a basic IRA or brokerage account. This generation switches jobs so they may also potentially need advice on rollovers.