The Big IRA Book

The Big IRA Book

Bob Keebler, Cecil Smith and Carol Gonnella have joined forces to produce a book which will serve as a single resource for everything an advisor will need to help his or her clients answer that most important question: Who Should Be the Beneficiary of your IRA? This book is a guide to help you advise your clients about the answer to this question without having to go to one source for IRS tables for minimum distribution rules, another source for Private Letter Rulings, another source for what the great commentators are recommending and still another source for the necessary forms. This book is intended as a tool for attorneys, CPAs, financial advisors, insurance professionals and trust officers to help their clients understand the complex choices of beneficiary designations. It may also be helpful to lay persons who like to know all they can about their choices as to Who Should be the Beneficiary of their IRA.

To order the Big IRA Book, or to obtain more information, call Teton Agents.