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 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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Social Media Feed

  • The IRS has posted new model agreements for Traditional IRAs (IRS Forms 5305 and 5305-A), Roth IRAs (IRS Forms 5305-R and 5305-RA), and SIMPLE IRAs (IRS Forms 5305-S and 5305-SA) on its website.

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