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Contents of this article

1. Summary - Plain English Article
2. Warning
3. Navigation Buttons
4. Question
5. Objectives
6. Related Articles and Documents
7. Answer
8. Tax Killer
9. Cost Killer
10. Prepare for your Adviser
11. What You Will Need
12. Solution - Case Template & Checklist

    1. Client Introduction Letter

    2. Engagement Letter

    3. Organizer

    4. Entrance Interview

    5. Case Template & Checklist

    6. Time Budget

    7. Staff Level

    8. Library

    9. Alerts and Dangers

    10. Special Considerations (Industry, Occupation, etc.)

    11. Model forms and templates

    12. Exit Interview

13. Tech Analysis & Citations

    1. Technical Analysis & Citations

    2. Commentary

    3. Citations

       1. Law

       2. Regs

       3. Cases

       4. Revenue Procedures

       5. Revenue Rulings

       6. Private Letter Rulings

14. Financial Accounting
15. For Client's Management Team
    1. For Management - For Anyone Making the Decision
    2. Checklist for Deployment
    3. Checklist for Monitoring
    4. Required Reports
16. Related Articles

    1. Take Control with IRA Preservation Planning

    2. IRA Preservation Planning (PowerPoint)

    3. IRA Preservation Planning (PowerPoint)

    4. IRA Preservation Fact Finder

    5. Retirement and Retirement Plans Category

    6. Excess Contributions – Client Kit (browser)

    7. Excess Contributions – Client Kit (MS Word) 

    8. IRA Contribution Limits

    9. IRA Contributions and the 2001 Tax Act

    10. IRA Preservation and Planning

    11. IRA Preservation - Published in the Internal Revenue Bulletin Jan 2001 §1.401(a)(9)

    12. IRA Terminology

    13. IRS Publication Plans For Small Business

    14. Retirement Income - 1099R

    15. Retirement & "QDRO"

    16. Retirement and Retirement Plans Category

    17. Unexpected Retirement

    18. Retirement Plans - Summary of Characteristics

    19. Tax Act 2001 Retirement Plan Contributions

    20. Retirement Plans - 401K Plan

    21. Roth IRA Summary

    22. Retirement Savers Credit

    23. SEP Funding and Establishment

    24. Retirement plan credit