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Financial Planning > Tax Planning

Principal Financial rolls out TRA site for advisors

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Principal Financial Group has released a Web site dedicated to helping advisors find Tax Relief Act (TRA) benefits for their clients.

At, advisors can find step-by-step guidance on the law along with advice on how to work with clients on new planning techniques. Planning tools include a TRA 2010 white paper and planning guide, an updated estate protection calculator, and client profiles and sales ideas.

“The act is an opportunity for advisors to reach out to all of their clients about new planning opportunities and concerns,” says Steve Parrish, national advanced solutions consultant for The Principal. “The market is filled with misconceptions on the Tax Relief Act. This site arms advisors with real ideas, advice and clarity about the impact it may have on the financial future of their clients.”