Updated for 2006 to include the Pension Protection Act of 2006.
Gain More Of The Growing IRA Market And Become An Expert IRA Advisor!
Ultimate IRA Resource is the number one IRA title for every financial professional brought to you by the publisher of Tax Facts. Nothing comes close to the depth, breadth and value of knowledge found in this resource, which includes the Ultimate IRA Calculator on CD.
Each type of IRA – traditional, Roth, SEP (including SAR-SEPs), and SIMPLE – is covered in full detail, from contributions to distributions and everything in between. This resource also lists guidelines for selecting an IRA, planning for special purposes and choosing a beneficiary. Find all of this and much more in the one source for all your IRA needs.
What's new in this edition includes:
- The Pension Protection Act of 2006 changes
- A new chapter on Bankruptcy, Asset Protection, and IRAs (including the Bankruptcy Abuse Prevention and Consumer Protection Act of 2005)
- Expanded discussions of choosing a beneficiary (including use of QTIPs), new Roth conversion opportunities (TIPRA 2005 changes), and elective deferral Roths (including new regulations).
Ultimate IRA Calculator – An Astonishing Value
This book includes the Ultimate IRA Calculator which performs over 25 complex financial calculations and projections including:
- Required minimum distributions
- Substantially equal periodic payments
- Taxable portion of distributions, conversions and losses
- New! Quick Lifetime required minimum distribution
Each printer-friendly calculation is accompanied by a brief explanation. This unbelievable resource is available for a fraction of the cost of comparable IRA programs.
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