Printed continuing professional education course material on the subject of Roth IRAs

'continu':2 'cours':5 'educ':4 'ira':12 'materi':6 'print':1 'profession':3 'roth':11 'subject':9

Computer software for the computation of conversion versus no conversion comparison, spousal rollovers, inflation adjustments and optional recalculations of life expectancies, estate tax calculations, partial and multiple-year conversions and optimum conversion amount, and information on minimum distribution rules for Roth IRAs, slide presentations provided on computer software for client presentation demonstrations on the subject of Roth IRAs and sample forms and instructional manuals sold therewith; audio and video tapes on the subject of Roth IRAs

'adjust':15 'amount':34 'audio':68 'calcul':24 'client':51 'comparison':11 'comput':1,5,48 'convers':7,10,30,33 'demonstr':53 'distribut':39 'estat':22 'expect':21 'form':62 'inflat':14 'inform':36 'instruct':64 'ira':43,59,77 'life':20 'manual':65 'minimum':38 'multipl':28 'multiple-year':27 'optimum':32 'option':17 'partial':25 'present':45,52 'provid':46 'recalcul':18 'rollov':13 'roth':42,58,76 'rule':40 'sampl':61 'slide':44 'softwar':2,49 'sold':66 'spousal':12 'subject':56,74 'tape':71 'tax':23 'therewith':67 'versus':8 'video':70 'year':29

THE ROTH IRA CONVERSION SOLUTION

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