Your Must-Have IRA Guide
for 2025 is Here!

Recommended by the Nation’s Top IRA Experts and Leaders

IRA and Roth IRA planning has never been more complex—especially with the new proposed RMD regulations and updated SEPP/72(t) rules. Navigating this ever-changing landscape can be overwhelming, even for seasoned professionals.

With countless charts, guides, and resources available, figuring out what you need—and pulling it all together—takes time you simply don’t have.

That’s why Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA, owner of IRA Publications, LLC and Appleby Retirement Plans Consulting, has compiled everything you need in one comprehensive resource, “The Ultimate IRA Guide: A Compilation of Quick Reference Guides for 2025”.

This all-in-one reference book is your essential tool for mastering IRA rules and keeping them at your fingertips during every client meeting. Each year, Denise dedicates significant time and expertise to analyze changes in IRA regulations, ensuring this guide is always current and practical.

Here’s what one of the nation’s top retirement planning experts had to say:

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 advisor, financial planner, retirement consultant, or estate planning attorney, this guide is a must-have addition to your professional toolkit.

Get your copy today and stay ahead of the curve in 2025.