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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Free Early Warning Emails

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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  • Check out Part 2 of the options available to a spouse beneficiary of a deceased IRA owner. This week, we're looking at the options available to a spouse beneficiary when a Traditional IRA owner died after his/her Required Beginning Date. PMC publishes indispensable IRA reference guides and IRA Insider, a monthly newsletter with the latest IRA news. PMC can also provide you and your staff with the best IRA training. To find out how PMC can make you an IRA expert, just go to

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