Accessories


Use this as a guide to determine the rules that apply to qualified charitable distributions (QCD)s

List Price $15.79
$13.50 *

Accessories

Use to determine the distribution options available to beneficiaries of IRAs, and the portability options for Inherited IRAs/qualified, 403(b)/457(b)

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$17.50 *

The 2017 version includes the rollover/trasnfer quick reference table for inherited accounts. Use to determine the distribution options available to beneficiaries of IRAs, and the portability options for Inherited IRAs/qualified, 403(b)/457(b)

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$13.50 *

Provides a summary of the rules that apply to qualified longevity annuity contract (QLAC)s. FINRA reviewed

List Price $12.00
$9.00 *

Use to help determine the RMD amounts for IRAs, defined contribution plans

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Use to help determine the RMD amounts for IRAs, defined contribution plans

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$17.50 *