IRA Library

We’ve developed a resource that makes offering IRAs, HSAs, SEPs, SIMPLE IRAs, and Coverdell Education Savings Accounts much easier. Our IRA Library explains each aspect of day-to-day transactions, including eligibility, deductibility, rollovers, transfers, distributions, reporting, and more. You’ll get it all in plain language with real-life examples and simple illustrations in a two-volume set. Also included are materials such as relevant sections of the Internal Revenue Code, Treasury regulations, other IRS pronouncements, and samples of our documents conveniently accessible on CD.

Our library is written by people who work with IRA rules and regulations every day. When they’re not teaching our popular IRA seminars, they’re on the phone answering your toughest questions. So, they know the ins and outs of the different types of IRAs—and the best way to help you understand them.

Best of all, our IRA Library is updated annually. So, each year, you’ll receive the latest information on any relevant changes in the law.

If interested in more information on our IRA Library or purchasing, please complete our Request More Information Form.