 Cheat Sheets - Quick Reference Guides To Keep by Your Desk
Updated for 2008
Unless you have a photographic memory, no Financial or Tax Professional can remember all the different rules and regulations that apply to a retirement plan, retirement account or retirement provision. Reference manuals can be cumbersome and never at hand. Cheat sheets are the perfect solution.
These quick reference guides are functional, laminated and durable so that you can post them anywhere or slide them under your desk glass for easy access. No more fumbling, on the phone for reference binders when a client asks you a technical question.
Now you can choose to receive laminated version or immediate download* (adobe acrobat) versions.
* Download Version Notes:
- The individual package items are $7.99 each while the group package is $19.99 for all four cheat sheets.
- Immediately after payment you will be able to download your adobe acrobat versions.
- Each download package takes under 1 minute to download.
- The downloadable versions of Appleby Cheat Sheets are designed so that they cannot be printed or copied.
If you prefer hard-copies, please purchase the laminated versions.
| Laminated Version * |
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| * Laminated version shipping & Handling: $2.75 |
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Traditional IRA Deductibility Cheat Sheets
This Appleby Cheat Sheet ™ can be used to help you determine your eligibility for deducting contributions to your Traditional IRA. included is a list of frequently asked questions on IRA deductibility and quick-reference guide for determining deductibility
Frequently Asked Questions... How do I determine if I am active participant? Are there any exceptions that would allow me to receive plan benefits and not considered an active participant? One of our most popular cheat sheets! |
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Roth Vs Traditional IRA Cheat Sheets
This Appleby Cheat Sheet™ highlights the similarities and differences between both the Roth IRA and the Traditional IRA. Use it as a guide to helping your client understand which of the two types of IRAs may be suitable for him or her. My modified adjusted gross income (MAGI) falls within the phase-out range for Roth contribution eligibility?
How do I determine the amount I am eligible to contribute? I am 39 years old, and eligible to make a contribution of up to $ 2,000 to a Roth IRA. Can I contribute the difference to a Traditional IRA? Can I contribute $4,000 to my Traditional IRA and an additional $4,000 to my Roth IRA? Can I make my IRA contribution using my favorite stock? Can I split my IRA contribution between my two traditional IRAs?
A list of frequently asked questions are also included. |
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Retirement Plans Portability Cheat Sheets
Avoid mistakes with moving retirement assets by knowing the answers to these and other questions:
§ What is the difference between a direct rollover and an indirect rollover? § Which plans can receive assets from other types of plans? § Can an individual rollover a Canadian retirement account into a US retirement account? § Is there a limit on the number of times an individual can make a transfer between traditional IRAs? § Can amounts received under a QDRO be rolled over? § Is there a limit on the number of times an individual can rollover amounts from a qualified plan, 403(b) or 457(b) account to a traditional IRA? |
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IRA Beneficiary Options Cheat Sheets
IRA Beneficiary Options - Quick Reference Spouse as sole primary beneficiary, Non-spouse beneficiary, Non-person Qualified trust, Special Rules for Spouse Beneficiaries, Life-expectancy Matters...and much much more! |
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IRA Quick Reference Guides Cheat Sheets
All 4 packages - for the price of 3!
- IRA Beneficiary
- OptionsRetirement Plans Portability
- Roth Vs Traditional IRA
- Traditional IRA Deductibility
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"Denise I received my cheat-sheets in 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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