Appleby’s IRA Publications are written by Denise Appleby.
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
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 IRA Quick Reference Guides- Booklet | Spiral Bound. Please let me know what has been changed in the 2018 version.
A: The 2018 version was updated with the new IRA limits, and more information about the qualified charitable distribution (QCD) has been added.
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.
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.