IRA Handbook


The IRA Handbook is a must for all persons involved with IRAs. It addresses the purpose of IRAs, the role IRAs play in a customer’s retirement strategy and all the different types of IRAs and their eligibility  requirements. This manual is constantly changing and being updated with the new issues that the IRS puts out. So, if you have an older version of this manual, now is the perfect time for you to update your information library. It includes products, distributions, compliance & reporting.