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 resources, regional 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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  • The IRS has released the long-awaited 2018 Instructions for Forms 1099-R and 5498. The instructions are substantially the same as the 2017 instructions. However, the 2018 instructions do contain a few changes from the 2017 instructions. Visit to view the 2018 instructions.

    And visit to find out how PMC can keep you up-to-date with the latest IRA news, regulations, and information.

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