Appleby IRA Quick Reference Guides


Click here for our Delivery and Return Policy


Appleby Retirement Cheat Sheets Master Collection plus - PDF Version
$29.79. No Shipping and Handling Fee

Please note: PDF versions are for viewing online on your computer only and cannot be printed. If you need hard copies, please order our laminated version
What is Included

Rollover Chart and 2010 Limit Table: This Retirement Account Quick Reference is from Gary Lesser, who is the country’s foremost expert on SEP IRAs and SIMPLE IRAs. It includes a detailed chart that shows the retirement accounts between which transfers and rollovers can occur and a table that provides a list of the limits that apply to retirement plans. This list of limits includes: contribution limits, deduction limits, limits for Health Savings account and social security earnings limits. The limits included are for the years 2009 and 2010.

Roth IRA Distribution Quick Reference Guide: This Appleby Retirement Account Guide ™ explains how to determine if your Roth IRA distribution is subject to tax and/or the 10% early distribution penalty. It includes frequently asked questions and answers, two quick reference guides for determining whether a distribution would be subject to tax and/or the early distribution penalty, and information to help you distinguish between a qualified and a non-qualified distribution.

IRA Beneficiary Options Quick Reference Guide: This Appleby Retirement Account Guide ™ can be used to help in determining your distribution options for a retirement account that you inherit. It distinguishes between spouse and non-spouse beneficiaries, and also includes information about the options available to non-person beneficiaries and qualified trusts. Also included is information about the required beginning date (RBD) and how it affects the distribution options that are available for your inherited IRA, in addition to a side-by-side quick reference guide that compares the distribution options for spouse beneficiaries, non-spouse beneficiaries and non-person beneficiaries.


Roth IRA vs Traditional IRA Quick Reference Guide: This Appleby Retirement Account Guide ™can be used to help you determine if you are eligible for a Roth IRA contribution, if you are eligible to claim a deduction for your traditional IRA contribution, and how to calculate your Roth IRA contribution amount if you fall within the Roth contribution modified adjusted gross income (MAGI) phase-out range.
It also includes a list of frequently asked questions and the answers to those questions.


Traditional IRA Deductibility Quick reference Guide: This Appleby Retirement Account Guide ™ ( Quick Reference) can be used to help determine your eligibility for deducting contributions to your Traditional IRA. It includes is a list of frequently asked questions on IRA deductibility , a quick-reference guide for determining deductibility, instructions on how to calculate your deductible contribution if you fall within the phase out range , information on how to determine if you are an active participant, and the modified adjusted gross income (MAGI) limits for determining if you can claim a deduction.


IRA Portability Quick Reference Guide : This Appleby Retirement Account Guide ™ ( Quick Reference) explains which types of retirement accounts can be transferred or rolled over into your IRA, and also the types of retirement accounts that you can rollover your IRA to. It also includes information about tax withholding and the types of distributions that can be rolled over.

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.