Products

    Publications by Barry C. Picker 

100+ Roth IRA Examples and Flowcharts


By Barry Picker and Robert Keebler

100+ Roth Examples and Flowcharts  contains an extensive set of examples pertaining to Roth IRAs and the intricacies of this investment vehicle. Common misconceptions and misunderstandings regarding Roth IRAs are clarified in this set of examples. The examples address issues such as:

  • Roth contribution limitations
  • Roth conversions, recharacterizations
  • Rules related to conversions and distributions
  • Asset protection issues
    and a myriad of other issues. 
In addition, the much anticipated 2010 repeal of the Modified Adjusted Gross Income (MAGI) limitation for Roth IRA conversions is illustrated.

The 100+ examples are a great tool to aid in the comprehension of the expansive rules related to Roth IRA contributions and conversions.

Order today and pay only $49.95, plus $4.95 shipping and handling. 

To order via mail, you may send a check with a printed order form or to order by phone call:

1-800-809-0015

Barry Picker's Guide to Retirement Distribution Planning

By Barry C. Picker

This 40-page guide is a clear, complete, accurate explanation of minimum distribution choices clients face. The revised edition contains all the changes to the retirement distribution rules as contained in the final regulations. All of the life expectancy tables have been updated.


Includes:
  • The new distribution rules
  • Computing the distribution
  • Who or what is a beneficiary?
  • Can the beneficiary be changed?
  • If you don't name a beneficiary
  • Choosing the beneficiary
  • Taking employer stock from a company plan
  • More than one IRA account
  • Rules for inherited accounts
  • A trust as beneficiary
  • IRA Custodians and Retirement Plan Administrators
  • Finding a competent advisor
  • Using disclaimers

The guide also includes a checklist, worksheets and tables.

Order today and pay only $24.95, plus $1.75 shipping and handling.

To order via mail, you may send a check with a printed order form or to order by phone call:

1-800-809-0015

     


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