Get Your Go-To IRA Resource for 2024
with The Ultimate IRA Guide
Navigating IRA and Roth IRA planning—particularly with the new proposed RMD regulations and the new SEPP/72(t) rules—has become more and more complex!
There are numerous charts, guides, books, and all kinds of resources out there. Trying to understand which guide you will need for what can be a challenge and then compiling them from all the various resources is time consuming and tedious!
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 with the IRA cheat sheets you’ll want at your fingertips. This book entitled, “The Ultimate IRA Guide: A Compilation of Quick Reference Guides for 2024” is the all-in-one, go-to resource for estate planning professionals and for every single client meeting you hold going forward. Denise takes extensive time each year to study and evaluate the new IRA rules and update this book so you can stay on top of the latest IRA rules.
Here is 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 pages: 126
- Option for immediate download of PDF file once available
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.
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!
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.
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!