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Tax Relief Act Boosts the Role of the Financial Advisor

New website from The Principal helps advisors navigate the legislation

April 5, 2011 (Des Moines, Iowa) – The passage of the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act (TRA) of 2010 creates numerous, but temporary, tax benefit changes for individuals and businesses. In order for advisors to help their clients navigate these changes, the Principal Financial Group® has developed a comprehensive website at, filled with information, tools and resources.

“The Act is an opportunity for advisors to reach out to all of their clients about new planning opportunities and concerns,” said 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.” 

The website offers step-by-step guidance on the law including who it impacts and how to work with clients on new planning techniques. Some of the new and updated tools include:

  • TRA 2010 White Paper
  • TRA 2010 Planning Guide
  • Updated Estate Protection Calculator
  • Client profiles and sales ideas 

“I urge advisors to use this act as a reason to contact their clients to help them plan for their financial dreams and avoid any pitfalls along the way,” notes Parrish.
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About the Principal Financial Group

The Principal Financial Group® (The Principal ®)[1] is a leader in offering businesses, individuals and institutional clients a wide range of financial products and services, including retirement and investment services, life and health insurance, and banking through its diverse family of financial services companies. A member of the Fortune 500, the Principal Financial Group has $318.8 billion in assets under management[2] and serves some 19.1 million customers worldwide from offices in Asia, Australia, Europe, Latin America and the United States. Principal Financial Group, Inc. is traded on the New York Stock Exchange under the ticker symbol PFG.


"The Principal Financial Group" and "The Principal" are registered service marks of Principal Financial Services, Inc., a member of the Principal Financial Group.
As of Dec. 31, 2010.

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