Ordering Info
Order today and pay only $24.95,
plus $1.75 shipping and handling. NYS residents must add
applicable sales tax. You may use our secured
order form with your credit card (Order Online button, below), send a check with a printed order
form (Print Order Form button) or call:
1-800-809-0015.
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Some
of the topics covered
- The new distribution rules
- Computing the distribution
- Who or what is a beneficiary?
- Can the beneficiary be changed?
- If you don't name a beneficiary
- Choosing the beneficiary
- Taking employer stock from a company plan
- More than one IRA account
- Rules for inherited accounts
- A trust as beneficiary
- IRA Custodians and Retirement Plan Administrators
- Finding a competent advisor
- Using disclaimers
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