Wolters Kluwer Financial Services

IRA Library

The IRA Library is written and maintained by people who work with IRA rules and regulations every day and provides a quick, up-to-date reference to help ease the process of retirement plan administration.

You can better understand all types of IRA and retirement plan administration, including traditional IRAs, Roth IRAs, Savings Incentive Match Plan for Employees of Small Employers (SIMPLE) plans, simplified employee pension (SEP) plans, Coverdell Education Savings Accounts (CESAs, also known as Coverdell ESAs), and Health Savings Accounts. You'll find clarity in your day-to-day process, including eligibility, deductibility, rollovers, transfers, distributions, investments, reporting, and more with Wolters Kluwer Financial Services' IRA Library.

Smart

  • Easy Interpretation—Understand the workings of all types of IRA administration with easy-to-understand plain language, real-life examples, and simple illustrations.

  • Logical Format—Find categories quickly with a reference that is developed in a logical sequence based on familiar IRA processes.

  • Practical Application—Stay on the pages you need without propping or manually holding it open; our IRA Library volumes lie flat in the open position.

Risk Reduction

  • Up to Date—Find the answers you need regarding new IRA regulations and programs, such as Health Savings Accounts.

  • Experience and Insight—Benefit from the insights of people who know the ins and outs of different types of IRAs and their regulations, and who utilize the best ways to help you understand them.

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