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.

 

 Order Now
$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

.

Order Now
$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.
Order Now
$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

 Order Now
$99.79
           "IRA Trusts & Retirement Distribution Trusts  As   Beneficiary of
 Retirement Assets:   What the Practitioner Needs To Know" 
by Seymour Goldberg, CPA, MBA, JD

Table of Contents

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.

ALSO

"Inherited IRA's: What the Practitioner Must Know"
by Seymour Goldberg, CPA, MBA, JD      
 
Table of Contents

SEYMOUR GOLDBERG, CPA, MBA, JD, a senior partner in the Woodbury  law firm Goldberg &Goldberg, P.C., is Professor Emeritus of Law and taxation of Long Island University. He has taught many CPE courses on retirement distribution planning at the state and national level and has taught CLE courses for the New York State Bar Association, local bar associations and law schools.  He has been quoted in major publications, including The New York Times, Forbes, Fortune, Money Magazine, U.S. News & World Report, Business Week, and The Wall Street Journal, and has been interviewed on CNN, CNBC, and WCBS. Formerly associated with the IRS, he has been a member of the Northeast Pension Liaison Group for over 20 years, and has been involved in conducting continuing education outreach programs with the IRS on the retirement distribution rules. He has authored guides for the American Bar Association, the America Institute of CPAs and other organizations.

 "IRA Trusts.."
$70.00

Order Now
      



               
"Inherited Ira's.."
$80.00

Order Now  
















Follow us on Twitter     http://twitter.com/NicoleMaholtz

 

 

 

© Pensworth 2010. All Rights Reserved.

www.Pensworth.com