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IRAflashcard.net

 

Tips : Traps : Techniques

 

Using MindMaps and Flashcards to simplify the complexities of IRA-based small business retirement plans.

 

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IRAFlashcard

I empower accounting and CPA firms to master retirement plans, transforming their expertise to maximize tax benefits and create lasting financial security for their clients.

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IRAFlashcard.net

 

Technical Reviewers

 

STEP-BY-STEP guidance focused on understanding and installing small business retirement plans, such as the SEP-IRA and SIMPLE IRA plans.

 

Our course developers include a CPA (M.S. Acc. (Taxation)) and an experienced educator (M.Ed). 

 

We firmly believe in the saying, "Experience is the best teacher." By understanding and implementing a retirement plan for their firms, accountants and CPAs are better trained and equipped to help their clients install retirement plans.

 

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Tricks, Traps and Techniques by IRAFlashcard

This ebook is one of IRAFlashcard’s recent publications available as a free download. Inside of this ebook, you will learn:

  • How to study
  • How to visualize what you studied
  • How to remember what you visualized
YES! I NEED THIS!

Are you sick and tired of being STUCK?

IRAFlashcard.net helps professionals like you ....... 

Find our TIPS, TRAPS and TECHNIQUES!

Did you know there is a sequence to SUCCESS?

Success in retirement planning isn’t by chance—it’s by choice.

Use our STEP-BY-STEP Process to SIMPLIFY your planning.....

"There are two ways to do things: the simple way and the hard way ...

and a surprising number of people prefer doing things the hard way."

    Rube-Goldberg.com .

 

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TAX RESEARCH TECHNIQUES

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From The Blog

Avoid Burning Out By Finding the Right Balance

In today’s fast-paced world, professionals—especially CPAs and financial advisors—face mounting pressures to meet deadlines, manage client expectations, and stay up-to-date with complex tax regulations.

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Reward Accomplishments if you Break your Habits

We all have habits—some productive, some not so much. For CPAs and financial professionals, bad habits like procrastination, reactive problem-solving, or failing to update knowledge on tax laws can hinder growth. 

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How to Plan and Achieve Your Goals

Every financial professional and business owner has goals—whether it’s expanding their client base, increasing revenue, or mastering new skills like retirement planning. However, without a clear strategy...

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