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Individual Retirement Plans Guide Individual Retirement Plans Guide

Individual Retirement Plans Guide

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With the first wave of the Baby Boom Generation entering their retirement years and recent legislation creating new opportunities and challenges for anyone thinking about investing in retirement benefit vehicles, an up-to-date grasp of IRA laws and regulations is at the heart of any financial planning process. Whether you're an attorney, CPA, IRA administrator, bank officer or financial planner, the Individual Retirement Plans Guide provides the comprehensive information and customized tools you'll need to put together solid plans for the future.

Subscribe today to:

  • Obtain complete background on the most popular retirement benefit vehicles
  • Compare IRA's, SEP's, SIMPLE's and Keogh Plans to help your clients plan for the future
  • See how Coverdell savings accounts (formerly called education IRAs) and health savings accounts can add new savings opportunities
  • Access full-text government publications and issuances for in-depth research
  • Receive forms and sample plans for modeling, administration and reporting for all major plan types. (Includes interactive forms for Internet format)
  • Remain aware of the most recent developments via monthly updates
Product Line Wolters Kluwer Legal & Regulatory U.S.
SKU 000000000010021885
Product Line Wolters Kluwer Legal & Regulatory U.S.
SKU 000000000010031085
Table of Contents
  • How to Use this Guide
  • Topical Index
  • Case Table
  • Finding Lists
  • Individual Retirement Accounts (IRAs
  • Coverdell Education Savings Accounts
  • Medical Savings Accounts
  • Simplified Employee Pensions (SEPs)
  • Savings Incentive Match Plans for Employees (SIMPLEs)
  • Keogh Plans
  • Reporting and Disclosure
  • Rulings
  • Publications
  • Releases
  • Forms
  • Sample Plans
  • Cumulative Index
  • Current Case Table
  • Current Finding List
  • New Developments
  • Current Comment
  • Current Topical Index
  • Monthly Report Letter