• IRA planning encourages new clients to use your other services.
• Additional expertise broadens relationships with existing clients.

Find answers quickly

• Saving time increases profitable billing.
• Give timely service to clients, especially during busy tax season.

Gain extra revenue

• Invest client money in mutual funds or IRA vehicles you favor.

A comprehensive source

• Regulations for traditional and Roth IRAs are complete and online.
• Logical organization of material from IRA inception to termination.
• Regulations can be easily sorted for research and reference which saves you time.
• Bibliography provides guidance for even unusual circumstances. 

Get concise answers

• Format has more information and law than any other seminar or literature.
• No searching for regulations.  Narrative and regulations are on the same page. 

Professional output

• Produce year-by-year print-outs on your own letterhead while meeting with clients.
• Printouts compare RMDs between older and younger beneficiaries with the IRA calculator. 
  

Flexible and Fast

• Produce easy-to-understand printouts for clients … on your own letterhead.
• Choose your presentation format, including graphs.
• Super-fast set-up.  Input all client details quickly.

A comprehensive source

• Regulations for traditional and Roth IRAs are complete and online.
• Logical organization of material from IRA inception to termination.
• Regulations can be easily sorted for research and reference which saves you time.
• Get answers independent of mutual fund personnel.

Get concise answers

• Format has more information and law than any other seminar or literature.
• No searching for regulations.  Narrative and regulations are on the same page. 

Professional output

• Produce year-by-year print-outs on your own letterhead while meeting with clients.
• Printouts compare RMDs between older and younger beneficiaries with the IRA calculator. 

Save money

• Seminar materials and IRA calculator are far less costly than other employee training software and hardware.
• Allocate labor better.  Empowers lower level staff to process initial IRA calculations, counsel, and transactions … while professional staff guides customers to additional bank services.

A comprehensive source

• Regulations for traditional and Roth IRAs are complete and online.
• Logical organization of material from IRA inception to termination.
• Regulations can be easily sorted for research and reference which saves you time.
• Get answers independent of mutual fund personnel.

Get concise answers

• Format has more information and law than any other seminar or literature.
• No searching for regulations.  Narrative and regulations are on the same page. 

Professional output

• Produce year-by-year print-outs on your own letterhead while meeting with clients.
• Printouts compare RMDs between older and younger beneficiaries with the IRA calculator. 

Flexible and Fast

• Produce easy-to-understand printouts for clients … on your own letterhead.
• Online feature accesses recent regulation changes and other IRS notices, private letter rulings, and cases. 

A comprehensive source

• Regulations for traditional and Roth IRAs are complete and online.
• Logical organization of material from IRA inception to termination.
• Regulations can be easily sorted for research and reference which saves you time.
• Bibliography provides guidance for even unusual circumstances. 

Get concise answers

• Format has more information and law than any other seminar or literature.
• No searching for regulations.  Narrative and regulations are on the same page. 

Professional output

• Produce year-by-year print-outs on your own letterhead while meeting with clients.
• Printouts compare RMDs between older and younger beneficiaries with the IRA calculator.