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 order now button below to place your order or call 800.694.7624.

"Life and Death Planning for Retirement Benefits" by
Natalie Choate, 6th edition .

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.

$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

$89.95

"Estate Planning Smarts" 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.	$19.95 Call for quantity discounts
Appleby IRA Quick Reference Guides: Master Collection: Plus by Denise Appleby Rollover Chart and 2010 Limit Table Roth IRA Distribution IRA Beneficiary Options Traditional IRA Deductibility Roth IRA vs Traditional IRA IRA Portability Quick Reference Guide	$99.79