“The Ultimate IRA Guide: A Compilation of IRA Guides for 2021” by Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA

Get Your Go-To Resource for IRAs for 2021
with The Ultimate IRA Guide

Navigating IRA and Roth IRA planning—particularly following The SECURE Act—has become more and more complex!

There’s charts, guides, books, and all kinds of resources out there.  Trying to understand what guide you will need for what can be a challenge!

This is why Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA, owner of IRA Publications, LLC and Appleby Retirement Plans Consulting, has put together this all-inclusive book entitled, “The Ultimate IRA Guide: A Compilation of IRA Guides for 20201”.  This all-in-one tool will be the only resource you will need in all of your client and prospective client meetings to help provide the accurate and proper guidance on their IRAs and retirement planning strategies.

 

Here’s what one of the nation’s leading experts in IRAs and retirement planning has had to say about Ms. Appleby and this book…

Denise Appleby has created charts summarizing Roth vs. Traditional IRA, portability (what type of plan can be rolled into what other type of plan), and more. I wish everyone who answers an 800 number at the big financial firms had these charts, so there would be fewer incidents of erroneous advice.


—Natalie B. Choate, Esq.

Author of Life and Death Planning for Retirement Benefits:
The Essential Handbook for Estate Planners

Whether you’re a tax, financial, retirement, or estate planning professional, be sure to get this powerful and practical resource for your practice right away!

What’s Included?

  • Total of 124 pages
  • Option for immediate download of PDF (printable version) or, for an additional fee, you can have a printed hard copy mailed to you
VIEW TABLE OF CONTENTS

Reviews

  1. Natalie B. Choate, Esq.

    Denise Appleby has created charts summarizing Roth vs. Traditional IRA, portability (what type of plan can be rolled into what other type of plan), and more. I wish everyone who answers an 800 number at the big financial firms had these charts, so there would be fewer incidents of erroneous advice.

  2. Darrel W

    Just got mine and had to drop you a note to let you know how great these are!
    I keep them in my top desk drawer – always ready! Great idea, very handy!

  3. Steven G Johnson

    I purchased Ms. Appleby’s guides and have found them very valuable and useful on numerous occasions. They have been particularly helpful when I am with a client or prospect and the client/prospect has a question about something specific. Even if I know the answer, I still pull out these guides in front of the client. It is a great third-party piece to let the client/prospect know that your information is correct.

  4. Jennifer Emert

    This booklet is fantastic! One of the items on my list this month was to create cheat sheets for various things related to our business and ‘all’ of them are already here at my fingertips. Thank you so much!

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