Want a Simple, Easy-to-Follow
IRA Fact Sheet to Give to Clients?
Thanks to Denise Appleby of Retirement Consulting, Inc. and IRA Publications, LLC, we are pleased to bring you a very practical, easy-to-use IRA Fact Sheet that you can use whenever you’re meeting with your clients and professional referral sources.
This IRA Fact Sheet includes:
- 2022 Limits for Traditional IRAs and Other Retirement Plans
- 2022 MAGI Limits for Deducting Contributions to Traditional IRAs
- 2022 MAGI Limits for Contributing to a Roth IRA
- 2022 AGI Limits for Eligibility for Savers Credit: Salary Deferral
- Education Savings Account Limits
- Age Related Rules for Retirement Accounts
- Contribution limits when participating in multiple plans
- Correction rules for excess IRA contributions
All of this is provided in a 1-page, 2-sided 8.5″ x 11″ PDF Chart that you can use in your practice for a reasonable one-time licensing fee. You have the option to get this chart custom-designed chart with your own firm colors, logo, contact information, etc.
The IRA Fact Sheet includes:
- A 1-page (2-sided) 8″ x 11.5″ PDF chart (option to custom-design the chart with your firm logo and colors for an additional fee)
- A license to print and distribute the PDF chart to your clients and referral sources.
- The PDF chart can be posted to your website, provided that it’s watermarked and protected from printing.
NOTE: This product does not include any printed versions of the chart.