2020: Twenty IRA Quick Reference Guides-Collection-High Gloss Heavy Paper.


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2020: Twenty IRA Quick Reference Guides-Collection-High Gloss Heavy Paper.

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Get to the meat of the information-matter when meeting with clients. Grab an Appleby Quick Reference Guide for your client meetings, and use it as a guide to help you make sure your clients make educated choices with their IRA related transactions. NEW AND IMPROVED

In this packet, you get eighteen 2-page Quick Reference Guides,  and two 4-page Quick Reference Guides, broken down by topic. Topics covered include:

  1.  Beneficiary Options (SECURE) 
  2. Non-spouse beneficiary (Pre-SECURE)
  3. Spouse sole primary beneficiary (Pre-SECURE)
  4. Divorce  
  5. Early Distribution Penalty  
  6. IRA Calendar
  7. IRA Deductibility
  8. Qualified Charitable Distributions
  9. Required Minimum Distribution Overview for Account Owners
  10. Required Minimum Distribution Calculation for Account Owners
  11. Rollover for Beneficiaries
  12. Rollover Rules – Owners
  13. Roth 401k vs Roth IRA
  14. Roth IRA 5 year Rules
  15. Roth IRA Qualified Distribution
  16. Roth IRA vs Traditional IRA
  17. Substantially Equal Periodic Payments
  18. IRA Tax Reporting
  19. Roth IRA Funding Options (4 pages)
  20. Traditional IRA Funding Options (4 pages)

Your hard copy guides are printed on durable glossy Kromekote Paper, can be cleaned and does not crack when folded or scored.

Keep them together, or pin-up the ones you use often so that you can answer covered questions as they come up.

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