ARTICLES & PUBLICATIONS

Click on the title of each article to view.

"The Home Stretch" by Philip J. Kavesh
(Investment Advisor Magazine, October 2005)

"An Effective Trust Solution for the IRA Beneficiary 'Stretch-Outs'" by Philip J. Kavesh
(Life Insurance Selling Magazine, November 2005)

"The IRA Inheritance Trust®: A Brand New Strategy to Protect Your Family" by Philip J. Kavesh (Tax Hotline, April 2006)

"The IRA Inheritance Trust® Gains IRS Approval" by Philip J. Kavesh
(Ed Slott's IRA Newsletter, January 2006)

"LTR 200537044 - - Guidance When Trusts Are Named Beneficiaries of IRAs" by
Robert S. Keebler
(Taxes Magazine, April 2007)

"PLR 200537044: Defective or Just Misunderstood?" by Philip J. Kavesh
(2005)

"Capture More Large IRAs Using the IRA Inheritance Trust®" by Philip J. Kavesh
(PacQuarterly, Winter 2006)

"Ensuring the Stretchout: A Comparison of the Trusteed IRA, Restricted Beneficiary Annuity Payout and the IRA Inheritance Trust®" by Philip J. Kavesh & Edwin P. Morrow III
(Journal of Retirement Planning, July/August 2007)

"Using Standalone or Separate Trusts Solely to Receive Retirement Benefits" by
Edwin P. Morrow III
(Journal of Retirement Planning, November/December 2007)

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PRIVATE LETTER RULINGS

Click on the title of each PLR to view.

200537044 - IRS approval of the IRA Inheritance Trust®

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PROGRAMS & TRAININGS

Ed Slott's 2-Day IRA Workshop

1-800-663-1340

Robert S. Keebler's "Learning at Lambeau" 2-Day IRA Seminar

(920) 739-3361 or lchapa@virchowkrause.com

Advisors Excel's IRA College

1-866-363-9595

WealthCounsel

Info@WealthCounsel.com
1-888-659-4069 x819

IRA Planning Software

Brentmark Software

Retirement Plan Analyzer

www.brentmark.com/pension.htm

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MAGAZINES, BOOKS & SUBSCRIPTIONS

Natalie Choate

Life & Death Planning for Retirement Benefits

Choate's Notes

(617) 439-2994

Ed Slott

Ed Slott's IRA Newsletter

1-800-663-1340

Leimberg Information Services, Inc.

Leimberg's Newsletter Subscription

Trust & Estates Magazine

Subscription Information

Estate Planning Magazine (RIA Thompson)

Subscription Information

Journal of Retirement Planning (CCH)

Subscription Information

Journal of Financial Planning (Financial Planning Association)

Subscription Information

Taxes Magazine (CCH)

Subscription Information

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