2021 Reference Volumes - 2

THE DIGITAL
The
Digital VERSION
Version

The Most Recent IRA Info -
The Way YOU Need It
If 2020 has taught us anything, it's the need to
be flexible in the ways that we conduct business.
You need options, and however you prefer to
receive your reference material, PMC has
what you're looking for, with our IRA
Digital Reference Manual, IRA Reference
Manual, and IRA Desk Reference.
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PER USER
ANNUALLY

	 Options for all budgets: Available at
various quantities and bundle options
	 Maximize savings and avoid penalties
with the most reliable tax-savings
account information available
	 Great resource for seasoned vets or as
training material for new hires
	 Assist customers and
impress management
by being the IRA expert

No other IRA resources are updated as regularly
and thoroughly as PMC's. See what's included
NEW in our 2021 Reference Volumes:
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	 The SECURE Act and the new 10-year rules
for some beneficiaries
	 Return of RMDs for 2021 along with changes
to the RMD rules
	 Updated retirement plan limits (with
applicable cost-of-living adjustments)
for 2021

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	 Proposed changes to IRS life expectancy tables

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	 Coronavirus-related distribution rollovers

I've converted my whole team to PMC's IRA
Digital Reference Manual, thus saving research
time and money, plus my staff always has
up-to-date info that we trust at their fingertips. "
- Mark Newcomb, Managing Director, National
Fiduciary IRA Executive, Bank of America
Our cloud-based IRA Digital Reference Manual is
frequently updated to ensure you have current rules,
regulations, facts, and figures at your fingertips. In an
industry that's constantly changing, feel confident that
you can rely on PMC's IRA Digital Reference Manual.
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Many financial organizations are using our
popular reference volumes. Join them!
Wells Fargo * Discover * United Capital
State Farm Insurance Corporation
Piedmont Federal Savings Bank * U.S. Trust
Three Rivers Federal Credit Union
Credit Union of Colorado * Tampa State Bank
First Secure Bank & Trust * SPX FCU
Farmers & Merchants Bank
Watsonville FCU * Midland State Bank
Work Financial Group * First Tennessee Bank

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	 Over 500 pages of information, real-life examples,
charts and graphs, and legal citations
	 Access from any desktop or mobile device without
needing to download
	 Easy to navigate with our included search engine
and cross-referenced hyperlinks throughout
	 Monitored and revised throughout the
year to ensure the most up-to-date and accurate
information on IRAs, HSAs, and ESAs.

Try a FREE 3-Day Trial!
pmc-corp.com/referenceguides



http://www.pmc-corp.com/referenceguides

2021 Reference Volumes

Table of Contents for the Digital Edition of 2021 Reference Volumes

2021 Reference Volumes - 1
2021 Reference Volumes - 2
2021 Reference Volumes - 3
2021 Reference Volumes - 4
2021 Reference Volumes - 5
2021 Reference Volumes - 6
2021 Reference Volumes - 7
2021 Reference Volumes - 8
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