2024 IRA Trust Client Summary Chart

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Includes: 1 laminated full-size 11″x17″ chart. Also includes downloadable PDF file (sent by e-mail). Chart has been updated for 2024 and the SECURE Act. (Are expected to be delivered on March 31st or before.)

NOTE: Custom-Design option available as add-on during check-out process (PDF ONLY).

RSKCHARTSINGLE2024-LAM

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Includes: (1) 2024 Updated Robert Keebler Chart. PDF Only (no items printed/shipped). NOTE: Charts are 11″x 17″ and may not print full-size on most standard printers.

NOTE: Custom-Design option available as add-on during check-out process.

SKU RSKCHARTIRSTSUMM2024

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This package includes a 12-month license to utilize custom-designed PDF copy of the chart, which someone from our office will personally work with you to design (which may include your firm’s name, logo, and contact information).

SKU RSKCHARTIRSTSUMM2024 +RSKCHARTSINGLE2024-CU

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This chart provides an overview of the 2024 IRA Trust Client Summary Chart. The chart is updated for 2024—including relevant chart for the groundbreaking SECURE Act!—and is 11″ x 17″ .

SKU RSKCHARTIRSTSUMM2024

Size: 11 inches x 17 inches (NOTE: May not be printable in full-size on most standard printers)
Includes: 11″ x 17″ chart in either laminated and PDF or PDF only version
Customized PDF chart with your firm’s logo and information available as add-on for an additional fee (NOTE: No custom laminated charts provided, but Custom PDF chart is printable)
Chart Preview (click to enlarge):

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