Appleby IRA Quick Reference Guides  (Updated for 2012)

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Master Collection (all 7 guides below): $119.79 + FREE 'Early Distribution' Guide if purchased by December 31, 2011 IRA Rollover and Plan Limits: $15.79 IRA Beneficiary Options: $19.79 Roth IRA Distribution- Tax and Penalty Determination: $19.79 Roth vs Traditional IRA: $19.79 IRA Deductibility: $19.79 IRA Portability: $19.79 Roth IRA Funding Options: $19.79
Click here to preview guides. Note- this may include guides from previous years for preview purposes. However, you will receive the current year's  versions when you make your purchase.

Do you need an answer to an IRA question quickly? Do you have a basic understanding the of the IRA rules, but need to 'jog' your memory on a specific area? Are you confused by the distribution options that apply to someone who inherits an IRA? Do you need to be able to determine if a Roth IRA distribution is taxable, without reading through an entire manual?

If you answer yes to any of the above questions, then it sounds like you need an Appleby Retirement Account Reference Guide.

Appleby Retirement Account Reference Guides include:

• Charts and tables that summarize the IRA rules in an easy to understand and user-friendly manner
• Frequently asked questions and clearly written responses
• Instructions on how to calculate the amount of Roth IRA contribution for which an individual is eligible, or the amount of traditional IRA contribution an individual can deduct, if the individual falls within the modified adjusted gross income phase-out range.

They are functional and laminated for durability so that you can post them anywhere; slip them in your purse and keep anywhere for quick access.