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Wednesday, 10 March 2010
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Proposal Tool
2010-03-10
TRA Solo(k) Proposal Tool
All data is kept strictly confidential
Client Information
Select if a Sole Proprietor or Corporation
(required)
Sole Proprietor
Corporation
Client Company Name
(required)
Client First Name
(required)
Client Last Name
(required)
Client age by end of year
<25
26
27
28
29
30
31
32
33
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35
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60
61
62
63
64
65
66
67+
Client approximate yearly income:
(required)
Spousal Information
Include spouse as employee?
(required)
Yes
No
Spouse First Name
Spouse Last Name
Spouse age by end of year
<25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
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49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67+
Spouse approximate yearly income:
Advisor Information
Your company name:
(required)
Your First Name
(required)
Your Last Name
(required)
Your Phone
(required)
Your E-mail
(required)
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Proposal Tool
Proposal Tool
