IRA & Retirement Plan Library

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Arizona estate planning attorney Richard Keyt provides this IRA and retirement plan library as a public service to help people learn about IRAs and retirement planning.

2010 Roth IRA Conversions

How and why you may want to convert your IRA into a Roth IRA in 2010.

IRA & Roth Distribution Flowcharts

Decision-making flowcharts showing the many distribution choices the beneficiaries of your traditional IRA & Roth IRA must make after you die.

Self-Directed Investing Dos & Don'ts

PENSCO Trust Company's top dos & don'ts.

Open a Self-Directed IRA

PENSCO Trust's self-directed IRA application

Real Estate IRA Investing

Read before using IRA or retirement funds to purchase real estate.

IRA Funds & Private Placements

Read before using IRA or retirement funds to invest in stocks & securities.

Get Free Book: IRA Wealth

Open a PENSCO self-directed account & get a free copy of Patrick Rice's introduction to using IRA funds to invest in real estate.

Ed Slott on IRAs & Retirement Planning

Ed Slott is a nationally recognized retirement expert. His website is the starting point for anybody who wants to learn more about IRAs, retirement plans & retirement planning.

Ed Slott's Discussion Forums

A great place for questions & answers about IRAs.

Ed Slott's Books We Recommend

A Five-Step Action Plan for Protecting Your IRAs and Other Retirement Plans from Near-Annihilation by the Taxman. Amazon

Parlay Your IRA Into A Family Fortune
3 Easy Steps for creating a lifetime supply of tax-deferred, even tax-free, wealth for you and your family. Amazon

Your Complete Retirement Planning Road Map
Leave-Nothing-to-Chance, Worry-Free, All-Systems-Go Guide. Amazon

How Your Family Can Become IRA Millionaires

A new type of trust called the IRA Inheritance Trust^® can insure your beneficiaries stretch-out distributions over their lives for tax-free growth to maximize wealth accumulation and to provide asset protection if necessary.

Self-Directed IRAs

Answers to investors' top 50 questions about self-directed IRAs

Richard Keyt's IRA Trust Webinar Presentation

Rick's short 25 minute explanation of the IRA trust.

Richard Keyt & PENSCO Trust

Richard Keyt is a PENSCO Trust preferred professional.

Sign Up For Our Free Weekly Estate Planning Newsletter

Click on the box to the left to subscribe to our free weekly estate planning email newsletter.

Self-Directed IRA Blog

IRA expert Tom Anderson's educational & informative blog on self-directed IRAs.

Uniform Life Table

Use this table to calculate the minimum required distributions for the creator of an IRA account.

Joint & Last Survivor Table

Use this table to calculate the minimum required distributions for the an inherited IRA account.

Single Life Table

Use this table to calculate lifetime distributions for a designated beneficiary who inherits an IRA when you cannot use the Joint & Last Survivor Table.

Estimate Your Federal Estate Taxes

Enter your assets and estimated growth and get a rough idea of the amount of estate taxes your estate might owe in the future. It's only a guesstimate based on current federal estate tax law and dependent on the information you enter.

Estate Plan Preparation Service

Fees we charge for Wills, Trusts and estate plans and the services provided by Richard Keyt.

Phoenix Attorney Richard Keyt

Richard Keyt is an Arizona wealth preservation attorney who practices estate planning, including preparing Wills and Trusts. Rick is a Phoenix attorney licensed to practice law in Arizona. He has practiced law in Arizona since 1980. Rick can be reached by telephone at 602-906-4953, ext. 3, email at rickkeyt@keytlaw.com and fax at 602-297-6890.

Our EP Questionnaire

To hire Arizona estate planning attorney Richard Keyt to assist you in designing your estate plan and to prepare your estate plan documents, complete the appropriate online Estate Planning Questionnaire for a single person or a married couple and email, fax or mail it to Rick.

How to Make an Appointment

To make an appointment for an initial consultation to answer your questions and design your custom estate plan, call Rick at 602-906-4953, ext. 3 or Rick's secretary Milena at 602-906-4953, ext. 2.

When we prepare a trust, we purchase a five year membership for our clients in a fabulous service called DocuBank, which provides emergency access to your healthcare directives, 24/7/365, online and via phone or fax. We include DocuBank as part of our estate planning services to ensure that your living will, health care power of attorney and other medical directives will be available at the hospital when you need them, where you need them.

Be sure to carry your DocuBank Emergency Card in your wallet -- next to your driver’s license or health insurance card -- at all times. You should also periodically update your emergency contact and medical information stored with DocuBank. To do so, simply click here or on the DocuBank logo. For more information on this valuable service, visit www.DocuBank.com.

This page was last modified on February 11, 2010.

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