Overview
Individual Retirement Account Answer Book: Forms & Worksheets is filled with over 100 practical tools for pension professionals, tax preparers, accountants, attorneys, financial planners, employers, professional advisors...virtually anyone who administers an IRA plan. Within this single, handy volume you'll find field-tested, ready-to-use: Compliance guidelines and calendar Communications, trust, and other documents Administrative and regulatory checklists SEP forms and tables IRS and DOL forms Each of these professional aids is carefully designed to streamline your IRA administrative tasks and help you maximize the benefits of IRA investments. In addition, the book's full-page format and special binding make it easy to photocopy the forms and insert them directly into your file.