2011 IRA Reference Manuals
IRA Handbook (600+ page manual)
The IRA Handbook is one of the most comprehensive training manuals in the country on IRAs. It contains information on all four types of IRAs. It has step by step guidance on rollovers, transfers and qualified plan rollovers. The distribution section contains information and reporting on premature distributions, 70 ½ distributions and inherited IRAs. Complete compliance information and all the reporting and audit detail that you will need to run a successful IRA program. You will not want to miss this wonderful resource to make your job easy. *$99 for Electronic Copy $149.00 for paper copy
HSA Handbook (300+ page manual)
The Health Savings Account Handbook is a comprehensive guide to understanding this wonderful product. It contains information about eligibility, deductions, high deductible health plans, and administrative issues. This is a must for the IRA administrator.
*$99 for Electronic Copy $149.00 for paper copy
IRA, HSA and CESA CD Training Series (17 Lessons with quizzes and audio)
These 17 CDs take IRA, HSA, and CESA areas and break it down into simple and easy to understand learning modules. It is the first in-depth IRA training on CDs in the country. It comes with 17 handouts to follow along with as you learn everything from products to inherited IRAs. We believe so much in our product that you will want to try it out for 30 days and you will be sold on the comprehensive approach to the products, the quality of the handouts and the ease of learning on CDs at your own pace. If you are not completely satisfied with this product, then send it back and we will refund the full purchase price within 30 days of purchase. *$399 for Electronic Copy
IRA, HSA, and CESA Online Training (1 year pass code)
The CD IRA program is available for online training. This program never goes out of date and it has the option of working at your own pace online in your office or at home. You will receive a Certificate of Completion and have access to instructors for help and guidance along the way. It is the same 17 lessons but in an online interactive format. You will be assigned a one year pass code and you can print your handouts and do all the same work as the CD but do it on the internet. If you are not completely satisfied with this product, please notify us in writing and we will refund the full purchase price within 30 days of purchase. *$399 for a one year pass code.
More Information
For more information, contact the Association at (334) 834-1890.