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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Social Media Feed

  • The IRS has provided tax relief to victims of Hurricane Michael. Deadlines falling on or after October 7, 2018 through February 28, 2019 for affected individuals in Florida, and on or after October 9, 2018 through February 28, 2019 for affected individuals in Georgia, are extended to February 28, 2019. Applicable IRA deadlines include those for completion of 60-day rollovers, recharacterizations, and correction of excess contributions.

    Visit to find out how to stay up-to-date with the latest IRA news, regulations and rule changes!

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