The baseball season is in full swing. How well do you know your batters? You can bring in millions in investable assets by pitching to the right clients. Use your mouse as a bat and run over the bases below. Which of your clients qualify for the small business retirement plan with the largest tax deductible contribution allowed by the IRS?

Average annual contribution
= $130,000

Average term = 8 years

Average life time value of plan
= $1,263,804


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