New Retirement Distribution Rules Calculator Available On-line
The New Retirement Distribution Rules: What They Mean to You booklet is intended for use by financial service providers in communicating the RMD changes to their customers and in highlighting the related tax- and estate-planning opportunities. “The new RMD rules are a blessing to most IRA owners,” said Peter Newkirk, President of Newkirk. “They’re both more generous and more flexible. But planning is important. In 2001, for example, IRA owners are faced with the choice of using the old rules or the new rules for RMDs. It is important that the affected individuals clearly understand their options — and the opportunities each offers,” said Peter Newkirk, President of Newkirk.
The booklet is available immediately from Newkirk. The printed version is 16 pages in length and can be personalized with the financial organization’s logo. Printed booklets are $1.15 each in the 200-quantity range.
The online version features the same text as the printed booklet. An optional interactive calculator that compares the RMDs for an IRA under the new and old IRS rules is also available. To review the online booklet, go to www.newkirk.com/rdi.htm .
For more information, call 518-862-3204.
Newkirk is a marketing communication firm specializing in printed and Internet communications for financial service providers. Newkirk provides 401(k) and retirement planning communication programs to this nation’s leading banks, insurance companies, mutual fund companies, and TPAs. In addition, Newkirk provides tax and financial planning communications to over 7,500 CPAs and financial planners.