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IRA Resources

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 3125The IRS Does NOT Approve IRA Investments
IRS Publication 560Retirement Plans for Small Business (SEP, SIMPLE, and Qualified Plans)
IRS Publication 575Pension and Annuity Income (Including Simplified General Rule)
IRS Publication 590-AContributions to Individual Retirement Arrangements (IRAs)
IRS Publication 590- BDistributions from Individual Retirement Arrangements (IRAs)

*For publications prior to the years listed above, please visit www.IRS.gov

Tables and Checklists

Uniform Lifetime Table
Joint Life Expectancy Tables
Single Life Expectancy Table for Beneficiaries
Roth IRA Contributions Quick Fact Sheet
Beneficiary Form Checklist

Videos

Contribute Early to Retirement Accounts
Ed Slott and Company's IRAtv YouTube Channel

Recommended Software for Retirement Planning and Estate Planning Calculations for Purchase

Retirement Plan AnalyzerThe 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 SoftwarePenD'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.
NumberCruncherNumberCruncher 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!

 

www.72t.netSpecializes in 72(t) – substantially equal periodic payments or early distribution schedule – information and has calculators
http://www.applebyconsultinginc.comContains detailed information on retirement topics
http://www.brentmark.comContains IRA information, software, tools, and 72(t) rates
http://www.irs.govOfficial IRS website – has easy access to IRS Forms and Publications for the current year and previous years
www.leimbergservices.comContains information on estate planning issues and information for subscribing to their newsletter
www.retirementdictionary.comOnline dictionary of retirement terms
www.IRAhelp.com/slottreportDaily IRA and retirement planning articles and analysis

 

Recommended Reference Publications

 

Appleby Cheat Sheets
by Denise Appleby
Appleby Consulting’s Cheat Sheets are quick reference guides, which contain information on select retirement plans topics. These user-friendly reference guides are available in laminated hard-copy format, which allows for frequent use while preventing wear and tear, and downloadable non-printable PDF format.
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.