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!
- 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