Appleby Retirement Dictionary Adoption Agreement IRA Cheat
Sheets
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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.
ELECTRONIC 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.
Laminated Version *
Download Version
Description
* Laminated version shipping & Handling: $2.75
[53]
TRADITIONAL IRA DEDUCTIBILITY Cheat Sheets
This Appleby Cheat Sheet (tm) 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!
[54]
ROTH VS TRADITIONAL IRA Cheat Sheets
This Appleby Cheat Sheet(tm) 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.
[55]
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?
[56]
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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