Making PDCs and Avoiding Costly Mistakes

Personal deductible contributions (PDCs) can be very powerful when done right. They can boost a client’s retirement savings and reduce their taxable income, but the timing, rules and paperwork need to line up perfectly. In this episode, Scott Brown and Janet Manzanero-Caruana break down the key benefits, essential steps and common traps that can catch advisers and clients off‑guard.





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