PPC's Guide to Individual Retirement Accounts

See also the Individual Tax Planning package, which includes the online version of this PPC planning guide.

PPC's Guide to Individual Retirement Accounts provides complete IRA guidance on traditional IRAs, Roth IRAs, and employer-sponsored IRAs, such as SEPs, SIMPLE IRAs, and payroll deduction IRAs. Plus, discussion about choosing beneficiaries, deciding between Roth and traditional IRAs and converting traditional IRAs to Roth IRAs is included.

PPC's Guide to Individual Retirement Accounts includes practical step-by-step guidance needed to:

• Advise individual clients in commonly encountered issues when dealing with IRAs, SIMPLE IRAs, and payroll deduction IRAs.
• Recommend planning strategies for accumulating and transferring retirement assets using IRAs.
• Understand the compliance issues — including contributions and deductions limits, rollovers, and distributions.
• Know how to avoid penalties and utilize IRAs in the most tax efficient manner.
• Help small business clients select a cost efficient retirement plan, funded with IRAs, for their business.
• Avoid IRS audits by understanding compliance issues.

• Individual Retirement Accounts
  • INTRODUCTORY MATERIAL
  • Chapter 1 A Model for Tax and Financial Planning Engagements
  • Chapter 2 Dealing with Traditional IRA s
  • Chapter 3 Dealing with Roth IRA s
  • Chapter 4 Dealing with SEP s , SARSEP s , SIMPLE IRA Plans, Payroll Deduction IRA s and my RA s
  • Chapter 5 Comparing Types of IRA s
  • Chapter 6 Planning for Distributions
  • Chapter 7 Planning for Rollovers
  • Chapter 8 Designating a Beneficiary
  • Chapter 9 Dealing with Compliance
  • Chapter 10 Fitting IRA Assets into an Estate Plan
  • INDEX
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• List of Substantive Changes and Additions View