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About/FAQ

About/FAQ

Appleby’s IRA Publications are written by Denise Appleby.

www.IRAPublications.com is the online store for www.ApplebyConsultinginc.com

Publications are updated each year, to reflect changes made to tax laws and plan/IRA limits.

Questions and Answers about Appleby’s IRA Quick Reference Guides

Questions

Q: My credit card is not working on your website. Why is that?. 1

Q: I bought the 2016 version of your laminated quick reference guides. Please let me know what has been changed in the 2017 versions, so that I do not buy those that I don’t need to. 1

Q: I bought the 2016 version of your IRA Quick Reference Guides- Booklet | Spiral Bound. Please let me know what has been changed in the 2017 version. 2

Q: Do I need to buy both the laminated guides and the IRA Quick Reference Guides- Booklet | Spiral Bound?  2

Q: I bought the 2016 version of your IRA Quick Reference Guides- Booklet | Spiral Bound. Please let me know what has been changed in the 2017 version. 2

 

 

Q: My credit card is not working on your website. Why is that?

A: If your Credit Card is already linked to your PayPal account, PayPal might not accept it as a form of Payment. In such cases, you might receive the following error message “The credit card you entered cannot be used for this payment. Please enter a different credit card number”.

Please consider using another credit card, or your PayPal account to make the purchase.

 

 

Q: I bought the 2016 version of your laminated quick reference guides. Please let me know what has been changed in the 2017 versions, so that I do not buy those that I don’t need to.

A: The following is a summary of the changes:

 

Quick Reference Guide

Changes for 2017

  1. IRA Beneficiary Options Quick Reference Guide | 4 pages

No material update. Updated with new dates

  1. Traditional IRA Deductibility Quick reference Guide| 4 pages

Updated with new IRA limits

  1. Roth IRA Distribution Quick Reference Guide| 4 pages

No material update. Updated with new dates

  1. Roth IRA vs. Traditional IRA| 4 pages

Updated with new IRA limits

  1. IRA Rollover / Transfer  Reference Guide| 4 pages

Updated with tax law changes

  1. Roth Funding Options| 4 pages

Updated with new IRA limits

  1. Tradition al IRA Funding Options | 4 pages

Updated with new IRA limits

  1. Early Distribution Penalty Exception| 4 pages

Updated with regulatory change

  1. Required Minimum Distributions for account owners| 4 pages 

No material update. Updated with new dates

  1. SEPP Distributions | 4 pages

No material update. Updated with new dates

  1. Tax Reporting for IRAs| 4 pages

No material update. Updated with new dates

  1. Roth 401(k) Plans| 6 pages

No material update. Updated with new dates

   

 

 

 

 

Q: I bought the 2016 version of your IRA Quick Reference Guides- Booklet | Spiral Bound. Please let me know what has been changed in the 2017 version.

A: The 2017 version was updated with the new IRA limits, as well as applicable regulatory changes.

 

 

Q: Do I need to buy both the laminated guides and the IRA Quick Reference Guides- Booklet | Spiral Bound?

A: It depends.

Most of the tables from the laminated guides are included in the booklet.

The Q&As from the laminated/PDF guides are not included in the booklet.

Some of the information included in the booklet is not included in the tables.

For 2017, the booklet includes the qualified charitable distribution (QCD) quick reference, which is not yet available in the laminated/PDF guides.

Please see the table of contents for the booklet to determine what is included.

 

 

 

Q: I bought the 2016 version of your IRA Quick Reference Guides- Booklet | Spiral Bound. Please let me know what has been changed in the 2017 version.

A: The 2017 version was updated with the new IRA limits, as well as applicable regulatory changes.