415 Gallatin Circle, Irmo SC 29063

800.694.7624 Fax: 803.781.7868

Web site:



Pensworth has many resources for the Financial Planning, Estate Planning and Retirement Planning professionals.


Click on the book image to the right or call 800.694.7624 to place your order.


Inheriting an IRA, How to create a lifetime of paychecks


Michael J. Jones



"The ultimate value of an inherited IRA often depends on how well informed the beneficiary is. The more they know, the longer the inheritance will last. But the sad truth is that most beneficiaries are ill-prepared to inherit an IRA and are left with a mere fraction of what could have been.

"Anyone who wishes to leave an IRA or Roth IRA to loved ones must have Inheriting an IRA, by IRA maven Mike Jones, an expert among experts. Nothing is left to chance here. The advice, explanations and warnings in this book are worth a fortune to IRA owners, beneficiaries and professional advisors. Every inherited IRA should come with this essential and detailed guide on navigating the complex web of tax rules surrounding inherited IRAs. Don't leave an IRA without it!"
- Ed Slott, CPA


Click on the book to place order


IRA Quick Reference Guides & Frequently Asked Questions

By Denise Appleby, CISP, CRC, CRPS, CRSP, APA


  • Charts and tables that summarize the IRA rules in an easy to understand and user-friendly manner.
  • Frequently asked questions and clearly written responses
  • Rollover and transfer rules for retirement accounts
  • IRA Beneficiary distribution options



Table of Contents



Click on picture to order


Estate Planning Smarts,

4th edition


Deborah L. Jacobs

Life doesn't stand still, and neither should estate planning. With that in mind, Deborah L. Jacobs has just published the fourth edition of her best-selling book, Estate Planning Smarts.

Since the first edition was published, in 2009, Estate Planning Smarts has been widely praised, including by The Wall Street Journal. On The American College of Trust and Estate Counsel listserv, it is the book lawyers most often recommend as a resource for their clients. Other reviewers have had this to say:

"Simple - but not simplistic - this is a book you can feel comfortable giving as a business-generating, action-oriented gift."

- Steve Leimberg's Estate Planning Email Newsletter

"I was knocked out. . . . This is a book for you to own and read,
and to give to clients as a basis for discussion of a wide range of
planning issues."

- Nick Murray Interactive

Changes in the fourth edition include:
  • New income tax angles on estate planning that affect everyone
  • Updates for the digital age
  • A concise summary of the rules that apply to overseas assets
  • An explanation of how the evolving law on same-sex marriage impacts estate planning
  • A plain-English discussion of strategies for retirement accounts, including the pros and cons of naming trusts as IRA beneficiaries
  • Additional celebrity case studies, with lessons from the estate plans of Lauren Bacall, Nora Ephron, Philip Seymour Hoffman, Joan Rivers and John Updike.
  • Estate Planning Smarts can help educate clients before and after they meet with advisers. It also provides an independent perspective about controversial subjects, such as the adviser's value added and the benefits of professional trustees.


Click on book cover to

order, please call for

volume discounts


Purchasing single-issue brochures that adapt Estate Planning Smartscontent and can be customized with your contact information for use as takeaways and leave behinds. Currently there are 5 topics:


Click on image to order

Deborah Jacobs is available to speak at continuing education programs and events for consumers and professionals. An experienced lawyer and respected journalist, Jacobs has a special chemistry with audiences. Listeners say they feel like they're sitting at the kitchen table with a knowledgeable, trusted friend.


Interested in having Deborah Jacobs speak at an event, call Nicole at 800.694.7624

Click here for Deborah's bio

Inherited IRAs:
What Every Practitioner Must Know

by Seymour Goldberg, CPA, MBA, JD

The rules and regulations surrounding estate planning and
retirement asset distributions can be very confusing. An oversight could result in a morass of legal issues and penalties. It is your responsibility as a practitioner to be familiar with these retirement distribution rules and know how to implement an estate plan that includes retirement-type assets, such as IRAs.

Inherited IRA’s: What Every Practitioner Must Know is your complete guide to effectively implementing an estate plan that includes retirement-type assets, written especially for practitioners. This important book will alert you, as a practitioner, to many of the retirement distribution rules that you must know in order to effectively safeguard your client and their retirement assets.

Within this concise guide, you'll find more than 100 scenarios, questions, and answers that you will most likely encounter in dealing with often complex retirement asset distributions. In addition, checklists, sample forms, and summaries of court rulings on inherited IRA cases will provide you with additional tools and resources that will help you serve your clients through what is often a very difcult time in their lives.

Table of Contents











To place your order or for any questions call Nicole at 800.694.7624

Follow us on Twitter     Follow us on Twitter

Join us on Linked In:     Join us on Linked In

Join us on Facebook:    Join us on Facebook


© Pensworth 2015. All Rights Reserved.