IRA/Employer Plan Consultant to Financial, Tax and Legal professionals

Appleby Retirement Consulting Inc. - Author, Speaker, Expert on IRAs and Employer Retirement Plans, IRA Technical Consultant,
and IRA Trainer of Choice for Financial and Tax Professionals

IRA Cheat Sheet/quick reference guides

Our IRA Quick Reference Guides includes charts and Q &As. Written in plain language, and covers some of the most frequently asked questions relating to the topic covered in the guide. Click here to buy or scroll down below

Testimonials -IRA Cheat Sheets

"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.------------------------------------------------------------

Very handy . Succint 

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My experience has been very positive. Great resource. Even though it's a Quick Reference Guide it's pretty comprehensive and easy to understand.      

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I purchased theAppleby Cheat Sheetslast year 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 the Appleby Cheat Sheet in front of the client. It is a great third party piece to let the client/prospect know that your information is correct.

Steven G Johnson, Retirement Solutions Group, Inc.
Williamsburg, VA
 

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"Denise I received my cheat-sheetsin the mail and just 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!
"

Darrell W

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Denise, 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,

Jennifer Emert


2017 IRA Quick Reference Guides- Booklet | Downloadable PDF

2017 IRA Quick Reference Guides- Booklet | Downloadable PDF

$59.00 *

         (2)

2017 IRA Quick Reference Guides- Booklet | Spiral Bound

2017 IRA Quick Reference Guides- Booklet | Spiral Bound

$79.00 *

         (1)

11 Laminated Quick Reference Guides (Master Collection)-2017 versions

11 Laminated Quick Reference Guides (Master Collection)-2017 versions

$209.00 *

         (3)

11 PDF Quick Reference Guides (Master Collection)-PDF Download- 2017 versions

11 PDF Quick Reference Guides (Master Collection)-PDF Download- 2017 versions

$122.45 *

List Price $174.79

2017 IRA Beneficiary Options Quick Reference Guide-Laminated | 4 pages

2017 IRA Beneficiary Options Quick Reference Guide-Laminated | 4 pages

$19.00 *

         (1)

2017 IRA Beneficiary Options Quick Reference Guide-PDF download | 5 pages

2017 IRA Beneficiary Options Quick Reference Guide-PDF download | 5 pages

$19.79 *

List Price $24.79

2017 Traditional IRA Deductibility Quick Reference Guide | Laminated | 4 pages

2017 Traditional IRA Deductibility Quick Reference Guide | Laminated | 4 pages

$19.00 *

2017 Traditional IRA Deductibility Quick Reference Guide | PDF download | 4 pages

2017 Traditional IRA Deductibility Quick Reference Guide | PDF download | 4 pages

$9.99 *

List Price $15.55

2017 Roth IRA Funding Options Quick Reference Guide | Laminated | 4 pages.

2017 Roth IRA Funding Options Quick Reference Guide | Laminated | 4 pages.

$19.00 *

2017 Roth IRA Funding Options Quick Reference Guide | PDF| 4 pages

2017 Roth IRA Funding Options Quick Reference Guide | PDF| 4 pages

$12.75 *

List Price $15.00

2017 Traditional IRA Funding Options Quick Reference Guide | Laminated | 4 pages

2017 Traditional IRA Funding Options Quick Reference Guide | Laminated | 4 pages

$19.00 *

2017 Traditional IRA Funding Options Quick Reference Guide | PDF| 4 pages

2017 Traditional IRA Funding Options Quick Reference Guide | PDF| 4 pages

$9.99 *

List Price $15.00

2017 Roth IRA Vs Traditional IRA Quick Reference Guide | Laminated | 4 pages

2017 Roth IRA Vs Traditional IRA Quick Reference Guide | Laminated | 4 pages

$19.00 *

2017 Roth IRA Vs Traditional IRA Quick Reference Guide | PDF download | 4 pages

2017 Roth IRA Vs Traditional IRA Quick Reference Guide | PDF download | 4 pages

$9.99 *

List Price $15.00

2017 Roth IRA Distribution:Tax and Penalty Quick Reference Guide |Laminated | 4 pages.

2017 Roth IRA Distribution:Tax and Penalty Quick Reference Guide |Laminated | 4 pages.

$19.00 *

2017 Roth IRA Distribution:Tax and Penalty Quick Reference Guide |PDF download | 4 pages.

2017 Roth IRA Distribution:Tax and Penalty Quick Reference Guide |PDF download | 4 pages.

$9.99 *

List Price $15.00

2017 Rollover and Transfer Rules- Quick Reference Guide | Laminated | 4 pages.

2017 Rollover and Transfer Rules- Quick Reference Guide | Laminated | 4 pages.

$19.00 *

2017 Rollover and Transfer Rules- Quick Reference Guide | PDF download | 4 pages.

2017 Rollover and Transfer Rules- Quick Reference Guide | PDF download | 4 pages.

$9.99 *

List Price $15.00

2017 Early Distribution Penalty Quick Reference Guide | | Laminated | 4 pages

2017 Early Distribution Penalty Quick Reference Guide | | Laminated | 4 pages

$19.00 *

2017 Early Distribution Penalty Quick Reference Guide | | PDF download | 4 pages

2017 Early Distribution Penalty Quick Reference Guide | | PDF download | 4 pages

$9.99 *

List Price $15.00

2017 Required Minimum Distributions for account owners| | Laminated | 4 pages

2017 Required Minimum Distributions for account owners| | Laminated | 4 pages

$19.00 *

2017 Required Minimum Distributions for account owners| | PDF download | 4 pages

2017 Required Minimum Distributions for account owners| | PDF download | 4 pages

$9.99 *

List Price $15.00

2017 Substantially Equal Periodic Payments Quick Reference Guide | Laminated | 4 pages

2017 Substantially Equal Periodic Payments Quick Reference Guide | Laminated | 4 pages

$19.00 *

2017 Substantially Equal Periodic Payments Quick Reference Guide | PDF download | 4 pages

2017 Substantially Equal Periodic Payments Quick Reference Guide | PDF download | 4 pages

$9.99 *

List Price $15.00

         (1)

2017 Tax Reporting for IRAs Quick Reference Guide | Laminated | 4 pages

2017 Tax Reporting for IRAs Quick Reference Guide | Laminated | 4 pages

$19.00 *

2017 Tax Reporting for IRAs Quick Reference Guide | PDF download | 4 pages

2017 Tax Reporting for IRAs Quick Reference Guide | PDF download | 4 pages

$9.99 *

List Price $15.00

2017 Plan Limits and Portability Guide| Laminated | 2 pages - by Gary Lesser.

2017 Plan Limits and Portability Guide| Laminated | 2 pages - by Gary Lesser.

$9.00 *

List Price $10.00

2017 Plan Limits and Portability Guide| PDF| 2 pages. By Gary Lesser

2017 Plan Limits and Portability Guide| PDF| 2 pages. By Gary Lesser

$2.99 *

         (1)

2017 Roth 401(k) Accounts-- Quick Reference Guide | PDF download | 6 pages.

2017 Roth 401(k) Accounts-- Quick Reference Guide | PDF download | 6 pages.

$19.79 *

List Price $29.79

2017 IRA Fact Sheet: Free download

2017 IRA Fact Sheet: Free download

$0.00 *

List Price $0.99

         (1)

Qualified Longevity Annuity Contract: Quick Reference Guide by John J Mulligan.FINRA REVIEWED

Qualified Longevity Annuity Contract: Quick Reference Guide by John J Mulligan.FINRA REVIEWED

$12.00 *


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Grayson, GA 30017

Telephone: 973-313-9877
Fax: 888-524-3120

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