Simply by using the resources on this site, you can distinguish yourself with knowledge that few other financial advisors and CPAs have about IRA distributions, IRA withdrawals, early withdrawal issues, rule 72t, Roth conversions, IRA beneficiary selection, post death issues, disclaimers, integration of IRA distribution planning and estate planning, etc.
Other good educational materials are the following books:
Ed Slott’s ” The Retirement Issue Time Bomb and How to Defuse it”
Ed Slott’s “IRA Advisor” Newsletter
Barry Picker’s Guide to Retirement Distribution Planning
IRA Rollover & Distribution Client Newsletter
