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 professions.

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

"Life and Death Planning for Retirement Benefits" by Natalie Choate 7th edition/2011	The book covers every aspect of retirement benefits that estate planning and money management professionals need to know: how the minimum distribution rules work (during life and after death), and how they affect planning decisions; how plan distributions are taxed or not taxed, including special income tax deals your client may qualify for; and all aspects of Roth retirement plans. 7th edition has expanded on the Roth, rollover and plan-to-plan transfers, after-tax money in plans and IRAs, post death planning and compliance and updated the minimum distribution rules, plus more.
		Click on book cover to order $89.95
"QPRT Manual" by Natalie Choate	If you haven't yet added QPRTs to your practice, you can't miss with this step-by-step guide to the QPRT estate tax shelter. Natalie Choate covers everything, from what clients QPRTs are suitable for, how QPRTs work and why they save taxes, how they compare with various other planning strategies, exactly which properties may (and may not) be used to fund a QPRT, additional issues for married donors, how long the term should be, how the donor can retain possession after the QPRT term expires, and even to how to fill out the gift tax return.
"QPRT Manual" by Natalie Choate		Click on book cover to order $89.95
The 3 Rs of RMD: Rules, Roles and Responsibilities: By: Denise Appleby CISP, CRC, CRPS, CRSP, APA	Purchase "Life and Death Planning for Retirement Benefits" 7th edition and get a discount to the webinar: The 3 Rs of RMD: Rules, Roles and Responsibilities: Has appeared on CNBC- power lunch- talking about the Roth IRA! This is an on demand webinar. You will be sent a user ID and password.	Click here to order $29.95
Appleby IRA Quick Reference Guides: Master Collection	2012 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
Appleby IRA Quick Reference Guides: Master Collection		Set $119.79 Click on picture to order
"Estate Planning Smarts" 2nd 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.
"Estate Planning Smarts" 2nd edition by Deborah L. Jacobs		Click on book cover to order, please call for volume discounts
Brochures	Purchasing single-issue brochures that adapt Estate Planning Smarts content and can be customized with your contact information for use as takeaways and leave behinds. Currently there are 5 topics: Give your Plan A Check-Up How a Roth IRA Can Benefit Heirs Trusts: Not Just For the Wealthy Essential Goals and Documents Choosing a Trustee Click on the topic above for a sample.	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
"IRA Trusts & Retirement Distribution Trusts As Beneficiary of Retirement Assets: What the Practitioner Needs To Know" by Seymour Goldberg, CPA, MBA, JD	The purpose of this manual is to alert you to many of the retirement distribution rules that you must know in order to effectively implement an estate plan that includes retirement assets. This manual can also be provided to attorneys who work in this area.	Click here to order
"Inherited IRA's: What the Practitioner Must Know" by Seymour Goldberg, CPA, MBA, JD		Click here to order

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

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