Simply by using the resources on this
site, you can distinguish yourself with knowledge that few
other financial advisors and CPAs have about IRA distributions,
IRA withdrawals, early withdrawal issues, rule 72t, Roth
conversions, IRA beneficiary selection, post death issues,
disclaimers, integration of IRA distribution planning and
estate planning, etc.
New Rules: Pension Protection Act of 2006
Other good educational materials are
the following books:
Ed Slott's " The
Retirement Issue Time Bomb and How to Defuse it"
Ed Slott's "IRA
Advisor" Newsletter
Barry Picker's Guide
to Retirement Distribution Planning
AICPA IRA Distribution
Practice Aids
IRA
Rollover & Distribution Client Newsletter |