Resources

“I not only use all the brains I have, but all I can borrow” – Woodrow Wilson 28th President of the United States.

At the time Woodrow Wilson wrote those words he had no idea how wisely they would apply in today’s complicated universe of IRA’s and other retirement savings accounts. The proof of that is in the following sources. 

Learn More About Protecting your IRA from the IRS
-The Advisers Guide to the Revised Trust Accounting Rules by Seymour Goldberg, CPA, MBA, JD distributed by the American Institute of Certified Public Accounts. To order and immediately download this product, visit www.cpa2biz.com for other assistance, please call 1-888-777-7077.

IRA Reference Manual, Updated twice annually, by PMC. To order, call 1-800-233-3207 or order online at www.pmc-corp.com

The wall street journal complete Retirement Guidebook, by Glenn Ruffenach and Kelly Greene, Published by three rivers press, 2007 Available in bookstores and at Amazon.com and other online bookstores.

Taxation of individual Retirement Accounts BT David J. Cartano, JD, CCH; wolters Kluwer Business. To order, call 1-800-728-3555 or order online at www.nolo.com.

Ed Slott’s IRA Advisor, Published monthly by Ed Slott, CPA; $125 per year. To order, call 1800-663-1340 or to order online at IRA help.com
IRA’s 401k’s & Other Retirement Plans: Taking your money Out by Twila Slesnick, PHD, Enrolled Agent, And  John C. Suttle, Esq., CPA Nolo Press To Order, call 1800-728-3555 or order online at www.nolo.com
Individual Retirement Account Answer Book by Martin Fleisher, JD, JoAnn Lippe, JD, MS and Donald R Levy, JD, MBA; Aspen Publishers, Inc. To order call 1800-234-1660 or order online at www.aspenpublishers.com

The 2007 Pension Answer Book by Stephen J. Krass, ESQ.; Aspen Publishers, Inc. To order call 1800-234-1660 or order online at www.aspenpublishers.com

The Complete Book of Trust by Martin M. Shenkman, CPA, MBA, JD; Bloomberg Press. Order Online at www.bloomberg.com/books

Roth IRA Answer Book by Gary S. Lesser, JD, Susan D. Deihl, Robert S. Keebler, CPA, MST, and Gregory Kolojeski, Esq.,; Aspen Publishers, Inc. To order call 1800-234-1660 or order online at www.aspenpublishers.com

Retirement Bible by Lynn O’Shaughnessy; John Wiley and sons, Inc. Order online at www.wiley.com

Tax Hotline, published by Bottom Line Publications. To order call 1800-288-1051 or order online at www.bottomlinesecrets.com

IRA Information Web Sites I Use

These sites contain not only a tremendous concentration of retirement distribution information, but additional resources, articles, seminar information, discussion forums, and breaking tax news. From these sites, you can link to IRA resources anywhere. Ed Slott's IRA Advisor (www.irahelp.com) Seymour Goldberg, Esq., CPA (www.goldbergira.com) Natalie Choate, Esq. (www.ataxplan.com) Gordon Weis (an excellent resource on n[t] issues) (www.nt.net) James Lange, Esq. (www.rothira-advisor.com)
Gideon Rothschild, JD, CPA (an excellent resource for information on creditor protection of retirement assets) (www.Mosessinger.com) Leimberg Information Services, Inc. (www.leimbergservices.com). Stephan R. Leimberg, Esq., with his company, Leimberg Information Services, Inc. (LlSI), is one of the truly great professional resources I use every day ... well, every day that I am near a computer. When I'm not near a computer, I'm always wondering what I'm missing. Steve has managed to bring together the most brilliant professional advisors and scholars and include their thoughts in LlS!'s daily briefings. If you want the most upto- date tax information, court cases, IRS rulings, financial statistics, and professional opinions, I cannot recommend Steve Leimberg's information service strongly enough.