The wealth manager gives them a personal-finance guidebook, introduces them to the firm's staff and explains that a Roth IRA "is one of the few IRS-sponsored techniques where they can pay tax on their money and not ever have to again, " he says.
Because of many incidents like this, the upshot for us legitimate consumers is that the financemanager at your car dealership may seem to take a sudden interest in the details of your personal background.