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2021: 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 (Under the SECURE Act)  (2 Pages)
  2. Beneficiary Options (Pre-SECURE Act) (2 Pages)
  3. Divorce- transfer rules (2 Pages)
  4. Early Distribution Penalty (2 Pages)  
  5. IRA Calendar (2 Pages)
  6. IRA Deductibility (2 Pages)
  7. Qualified Charitable Distributions (2 Pages)
  8. Required Minimum Distribution Overview for Account Owners (2 Pages)
  9. Required Minimum Distribution Calculation for Account Owners (2 Pages)
  10. Rollover for Beneficiaries (2 Pages)
  11. Rollover Rules – Owners (2 Pages)
  12. Roth 401k vs Roth IRA (2 Pages)
  13. Roth IRA 5 year Rules (2 Pages)
  14. Roth IRA Qualified Distribution (2 Pages)
  15. Roth IRA vs Traditional IRA (2 Pages)
  16. Substantially Equal Periodic Payments (2 Pages)
  17. IRA Tax Reporting (2 Pages)
  18. SECURE Act Changes: A Summary (2 Pages)
  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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