We know how long it takes researching crucial IRA information and searching the web for essential tables and devices to analyze retirement plan calculations. We make it easier with this one-stop home for all essential IRA resources, including important software programs, key informational websites and publications and documents important to have on-hand at a moments notice.
Publications from the Internal Revenue Service
| IRS Publication 3125 | The IRS Does NOT Approve IRA Investments |
| IRS Publication 560 | Retirement Plans for Small Business (SEP, SIMPLE, and Qualified Plans) |
| IRS Publication 575 | Pension and Annuity Income (Including Simplified General Rule) |
| IRS Publication 590-A | Contributions to Individual Retirement Arrangements (IRAs) |
| IRS Publication 590- B | Distributions from Individual Retirement Arrangements (IRAs) |
*For prior year publications, please visit www.irs.gov
Tables
Uniform Lifetime Table
Single Life Expectancy Table for Beneficiaries
Roth IRA Contributions Quick Fact Sheet
Videos
Ed Slott and Company’s IRAtv YouTube Channel
Recommended Software for Retirement Planning and Estate Planning Calculations for Purchase
| Retirement Plan Analyzer | The Retirement Plan Analyzer is one of Brentmark’s best selling products. Previously known as the Pension & Roth IRA Analyzer, the program may be used to evaluate various strategies of taking distributions from traditional IRAs, Roth IRAs, Roth 401(k)s and other qualified retirement plans. |
| PenD’Calc Retirement & Estate Planning Software | PenD’Calc by Clarity Software is a scalable integrated retirement distribution and estate planning software system, which focuses on modeling the singular and/or combined impact of various planning options unique to qualified dollar assets on retirement income, estate taxes, and beneficiary income streams. |
| NumberCruncher | NumberCruncher by Leimberg & LeClair, Inc. is Steve Leimberg’s authoritative estate planning decision-maker and “electronic survival tool”. It is the essential “instant answers” solution for estate, business, and financial planners. This intuitively easy-to-use tool requires practically no learning curve. New users will be astounded by how quickly NumberCruncher can be mastered, how many creative tasks it performs, and how amazingly fast you have your answers. |
Recommended Websites for You to Check Out… Some Even Have FREE Services for you to take advantage of!
| http://www.applebyconsultinginc.com | Contains detailed information on retirement topics |
| http://www.brentmark.com | Contains IRA information, software, tools, and 72(t) rates |
| http://www.irs.gov | Official IRS website – has easy access to IRS Forms and Publications for the current year and previous years |
| www.leimbergservices.com | Contains information on estate planning issues and information for subscribing to their newsletter |
| www.retirementdictionary.com | Online dictionary of retirement terms |
| www.IRAhelp.com/slottreport | Daily IRA and retirement planning articles and analysis |
Recommended Reference Publications
| Ed Slott’s IRA Advisor Newsletter by Ed Slott | Each month, Ed Slott’s IRA Advisor delivers money-saving tax strategies and answers to your toughest IRA questions. Each newsletter tackles the most popular industry topics and examines how the latest court cases impact distribution planning rules and your clients’ retirement savings. |
| Monthly IRA Updates by Ed Slott and Company | Ed Slott and Company’s FREE IRA Updates feature the important breaking news in the IRA world. Whether an important tax law was just passed or a revenue ruling was handed down, YOU will be the first to know by signing up for these FREE e-mail updates. In addition, you will receive a monthly newsletter via email to keep you abreast of IRA headlines! |
| IRA Reference Manual by PMC | America’s foremost IRA reference volumes have teamed up to give you on-the-spot, reliable information whenever and wherever you need it! |
| Leimberg Information Services by Steve Leimberg | Leimberg Information Services (LISI) is a monthly subscription service providing financial service professionals fast, frank, and incisive analysis of proposed and recent legislation, regulations, cases, and rulings by experts. |
| Life and Death Planning for Retirement Benefits by Natalie Choate | Estate planning expert Natalie B. Choate provides the information practitioners need to deal with their clients’ retirement benefits. |