PMC - We Make You The Expert


Consulting, training, publications, and marketing tools for IRAs, HSAs, and tax-favored savings plans.

Over the years, we've trained tens of thousands of professionals by providing a telephone and email resource, regional and national seminars, up-to-date printed training materials, video resources, customer brochures, and more. 

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In a day and age when you need information fast, but may struggle to stay up-to-date... PMC delivers!

Receive breaking news, timely reminders of key dates, IRS announcements, deadlines, and more from PMC. Early Warning Email gives you timely, accurate, and reliable information you and your customers can "take to the bank."

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  • Not everyone can rollover an IRA distribution to another IRA. Some individuals are permitted to only move IRA funds as a direct transfer. This week, we've broken it down for you to show who can move IRA funds by way of a direct transfer and who is permitted to rollover an IRA distribution.

    From PMC's IRA Reference Manual to IRA training seminars, PMC provides the IRA resources you need to make sure you have the most up-to-date information about IRA rules and regulations. Just go to to find out how PMC can make you an IRA expert.

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