IRA Resources

IRA Training


Unlocking the Latest Knowledge is the Key to Success!  By attending PMC's 1-day or 2-day Fall 2019 Workshops, you'll be prepared to help your customers unlock their financial success.


To Register click HERE

For Workshop details click HERE


PMC is now offering online IRA and HSA training courses that will allow you to learn from your desk! Our low-cost courses cover:

  • Contributions and Deductions   

  • Rollovers Between WRPs and IRAs

  • Lifetime RMDs

  • Correcting Contributions

  • Federal Income Tax Withholding

  • Rollovers and Transfers

  • Taxation of IRA Distributions

  • IRA Death Distributions

  • IRA Compliance

  • HSA Foundations

  • HSA Advanced Issues 

To view a course sample or to purchase: Click HERE

For more details on our IRA Online Learning Center: Click HERE



If you think it's hard to find the time to train your new employees and keep your existing staff current on IRA rules and regulations, you're not alone. That's why we're proud to offer IRA Video Training, a whole line of video tutorials that get you and your people up to speed on IRAs quickly, conveniently, and without ever leaving the office! Read More





Too busy to come to one of our workshops? We'll come to you! If you are interested in Custom On-Site IRA Training, please contact us to discuss a program that we can put together for your business.

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