An IRA Owner's Manual
An IRA Owner’s Manual is your comprehensive guide to the Individual Retirement Arrangement account. This book is geared towards retirees, future retirees, and advisors of retirees. It answers all of the basic questions as well as covering some tips and tricks that you never knew you could do.
Praise for An IRA Owner's Manual
"Jim's manual has a treasure trove of information about IRAs at your fingertips. I see it as the go-to resource for my practice."
— Laura Scharr-Bykowsky, CFP(R), MBA, Ascend Financial Planning LLC
"Most concise resource for understanding what's involved in having a retirement account of your own!"
— Josh Giminez, EA, ERPA, Fair Winds Tax and Financial
"Jim breaks down the complex IRA rules into an easy-to-follow road map. Like a GPS for IRA accounts, complete with instructions for which way to turn, depending on your circumstances!"
— Kathleen Campbell, Campbell Financial Partners, LLC