IRA Distribution training for life insurance agents, stockbrokers, financial planners, attorneys, CPAs, estate planners and money managers stretch ira Barry Picker
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IRA Distribution Education
 

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


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