Pensworth
415 Gallatin Circle, Irmo SC 29063

800.694.7624 Fax: 803.781.7868

Email: Nicole@pensworth.com
Web site:
www.pensworth.com

 

 

Pensworth has many resources for the Financial Planning, Estate Planning and Retirement Planning professionals.

 

Click on the book image to the right or call 800.694.7624 to place your order.

 

Inheriting an IRA, How to create a lifetime of paychecks

By:

Michael J. Jones

 

 

"The ultimate value of an inherited IRA often depends on how well informed the beneficiary is. The more they know, the longer the inheritance will last. But the sad truth is that most beneficiaries are ill-prepared to inherit an IRA and are left with a mere fraction of what could have been.

"Anyone who wishes to leave an IRA or Roth IRA to loved ones must have Inheriting an IRA, by IRA maven Mike Jones, an expert among experts. Nothing is left to chance here. The advice, explanations and warnings in this book are worth a fortune to IRA owners, beneficiaries and professional advisors. Every inherited IRA should come with this essential and detailed guide on navigating the complex web of tax rules surrounding inherited IRAs. Don't leave an IRA without it!"
- Ed Slott, CPA

$34.95

Click on the book to place order

 

Appleby IRA Quick Reference Guides: Master Collection

By:

Denise Appleby CISP, CRC, CRPS, CRSP, APA

2014 Rules
Appleby IRA Quick Reference Guides: Master Collection:

  • IRA Beneficiary Options Quick Reference Guide
  • IRA Deductibility Quick Reference Guide
  • Roth vs Traditional IRA Quick Reference Guide
  • Portability Quick Reference Guide
  • Roth IRA Distribution: Tax and Penalty Quick Reference Guide
  • Roth IRA Funding Guide
  • Limits and rollover rules by Gary Lesser


For more information on services provided by

Denise click here 

Set $119.79

Click on picture to order

 

Estate Planning Smarts,

3rd edition

by

Deborah L. Jacobs

Written by a lawyer and award-winning  journalist, Estate Planning Smarts can help educate people before and  after they meet with advisers. This plain-English guide to a stressful topic  includes examples from the estate plans of Paul Newman, Jacqueline Kennedy  Onassis, Michael Jackson and others.

To market your practice, consider using Estate Planning Smarts as a handout at seminars, a way to stay in touch with clients and prospects or a holiday gift. Other practice-building tools include:
 
Personalized with your logo and with up to additional 16 pages – perhaps a prologue, a description of your services or bios of your team.

$24.95

Click on book cover to

order, please call for

volume discounts

 
Brochures

Purchasing single-issue brochures that adapt Estate Planning Smartscontent and can be customized with your contact information for use as takeaways and leave behinds. Currently there are 5 topics:

 

Click on image to order

  Speaking

Interested in having Deborah Jacobs speak at an event, call Nicole at 800.694.7624

Click here for Deborah's bio

 

Inherited IRAs:
What Every Practitioner Must Know

by Seymour Goldberg, CPA, MBA, JD

The rules and regulations surrounding estate planning and
retirement asset distributions can be very confusing. An oversight could result in a morass of legal issues and penalties. It is your responsibility as a practitioner to be familiar with these retirement distribution rules and know how to implement an estate plan that includes retirement-type assets, such as IRAs.

Inherited IRA’s: What Every Practitioner Must Know is your complete guide to effectively implementing an estate plan that includes retirement-type assets, written especially for practitioners. This important book will alert you, as a practitioner, to many of the retirement distribution rules that you must know in order to effectively safeguard your client and their retirement assets.


Within this concise guide, you'll find more than 100 scenarios, questions, and answers that you will most likely encounter in dealing with often complex retirement asset distributions. In addition, checklists, sample forms, and summaries of court rulings on inherited IRA cases will provide you with additional tools and resources that will help you serve your clients through what is often a very difcult time in their lives.

Table of Contents

 

 

$99.95

IRA Quick Reference Guides & Frequently Asked Questions

By Denise Appleby, CISP, CRC, CRPS, CRSP, APA

 

  • Charts and tables that summarize the IRA rules in an easy to understand and user-friendly manner.
  • Frequently asked questions and clearly written responses
  • Rollover and transfer rules for retirement accounts
  • IRA Beneficiary distribution options

 

 

Table of Contents

 

$49.00

 

 

To place your order or for any questions call Nicole at 800.694.7624


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