AnnuityAdvisors - Where advisors go for advice
In Announcement 2001-23 (March 5, 2001), IRS advises the availability of “Supplement to Publication 575, Pension and Annuity Income” and “Supplement to Publication 590, Individual Retirement Arrangements.” These supplements take into account the recently released proposed regulations regarding Required Minimum Distributions.

We cannot recommend highly enough the use of various IRS Publications. The Publications are written in non-technical, understandable language and are an invaluable sales support resource. In addition to Publications 575 and 590, agents working in the retirement sales area should have Pub. 560, Retirement Plans For Small Businesses (SEP, SIMPLE, and Qualified Plans), and Pub. 571, which covers TSAs.

IRS publications can be obtained in numerous ways. Most local IRS offices will have these materials available in their lobbies if you want to drop in. Many publications can be downloaded from the IRS website, www.irs.gov. You can also obtain IRS materials via FAX by calling 703-368-9694. To order forms and publications by telephone, call 800-829-3676. To write for materials, write to one of the following addresses:

Western U.S. ---
Western Area Distribution Center
Rancho Cordova, CA 95743-0001

Central U.S. ---
Central Area Distribution Center
P.O. Box 8903
Bloomington, IL 61702-8903

Eastern U.S. ---
Eastern Area Distribution Center
P.O. Box 85074
Richmond, VA 23261-5074

Printed with the permission of Advanced Underwriting Consultants

Last Updated: 12/15/2002 11:45:00 AM