Gary Lesser-Independent benefits consultant, author and software developer, expert witness
Nationally known consultant, author, educator, and speaker on retirement plans. He also provides marketing, sales, and technical support services to financial consultants, insurance agents, pension practitioners, investment managers, and financial institutions. www.garylesser.com
Expert Witness and Consultant on IRA Compliance and Administrative Procedures
James C. Lenaghan
Seminar/Training Providers and Speakers
Life and Death Planning
for Retirement Benefits.(book)
Written by Estate Planning Expert
Natalie B. Choate, who practices law in Boston, Massachusetts, with the firm of Nutter McClennen & Fish LLP. Her practice is limited to consulting on estate planning and retirement benefits matters. Her books Life and Death Planning for Retirement Benefits and The QPRT Manual are leading resources for estate planning professionals.
Provides the information practitioners need to deal with their clients' retirement benefits
Uncertainty is a Certainty: Fables for Fiduciaries. Written by Guerdon T. Ely, MBA, CFP, AIFA, ChFC who is a financial advisor with Ely Prudent Portfolios, LLC. He works with clients in or near retirement and specializes in retirement distribution and fiduciary issues.
Explains fiduciary investing, as defined by the Uniform Prudent Investor Act (UPIA), in a common sense and entertaining manner. While the UPIA does not pertain directly to ERISA it powerfully affects the federal courts in their interpretation of it.
Inheriting an IRA: How to Create a Lifetime of Paychecks (Book)
Written by Michael J. Jones, CPA
Mike is a partner in Thompson Jones LLP. His tax consulting practice focuses on sophisticated wealth transfer strategy, trust and probate matters (both administration and controversy resolution), family business transitions, and taxpayer representation before the IRS.
Inheriting an IRA was inspired by everyday questions that Mike Jones, CPA, addresses about this crucial topic. Those questions come from IRA inheritors as well as from professionals in the fields of accounting, law, investment management, and philanthropy. It is written for IRA inheritors and their advisors to use together, because Mr. Jones has found that an informed IRA inheritor working together with a knowledgeable advisor consistently produces the best results www.InheritinganIRA.com
General resources for Financial, Estate, Retirement Planning professionals.
Form 5500 Expert
318 Half Day Road
Buffalo Grove, IL 60089
415 Gallatin Circle, Irmo SC 29063
800.694.7624 Fax: 803.781.7868
Web site: www.pensworth.com
Retirement Planning Software and Calculators
HodgenLaw (International Tax)
Visit their website for details about the services they offer http://hodgen.com/what-we-do/
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