Denise Appleby’s “SECURE Act 2.0” White Paper Bundle Package
Includes: 7-page white paper, “Action Plan for Quickly Advising Clients on RMD Age Increase”, 1-page modifiable Client Cheat Sheet and modifiable client letter/marketing.
Author: Denise Appleby, APA, CISP, CRC, CRPS, CRSP
SKU DASECURE2WP
$149.00
Share on Social 
Are You Ready to Advise Clients on SECURE Act 2.0?
The SECURE Act 2.0 introduced major changes to retirement planning—most notably, delaying Required Minimum Distributions (RMDs) to age 73 or 75, depending on birth year. While this creates valuable tax planning opportunities, it also adds complexity—and potential penalties for missed RMDs.
To help you quickly get up to speed, retirement distribution expert Denise Appleby, APA, CISP, CRC, CRPS, CRSP, has created an exclusive SECURE Act 2.0 Bundle designed specifically for estate and financial planning professionals.
This bundle package includes:
-
A 7-page white paper with a step-by-step action plan
-
A client-facing one-page RMD cheat sheet (fully editable)
-
A ready-to-use marketing piece for email or direct mail outreach
Don’t waste hours researching or drafting from scratch—get expert guidance and client-ready tools you can use immediately.
WHAT’S INCLUDED?
- Downloadable 7-page Adobe® PDF white paper entitled, “Action Plan for Quickly Advising Clients on RMD Age Increase” (sent by e-mail following your purchase)
- Downloadable Microsoft Word One-Page Client Cheat Sheet
- Downloadable Microsoft Word Client Letter (Marketing Piece)
- Published January 2023, revised January 2025
Featured Products
The Ultimate Estate Administration Procedures Training Package
Original price was: $7,495.00.$4,995.00Current price is: $4,995.00.Add to cart
Reviews
There are no reviews yet.