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IRA Digestibles!
White Label Solutions for IRA information

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Advisors: White Label these IRA Guides and articles with your brand.  Share via email, on your website,  and/or print and mail.

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How it works
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Showcase your Skills with IRA Digestibles

Sure, you know your IRA stuff. But, how can you provide a usable synopsis to your clients, prospects, and business relationships? The answer is IRA Digestibles. Client friendly, educational, just enough information to educate but not advise. The recipient will want to contact you for advice.

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Client-Friendly

IRA Digestibles provide client-friendly explanation of the rules that govern IRAs, from contributions to distributions- including RMDs, beneficiary rules, and rollovers.

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Avoid Common Mistakes

These IRA Digestibles will help IRA owners and beneficiaries avoid common mistakes with their IRA transactions.

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Be the Go-To Expert

With branded IRA Digestibles, the advisor lets IRA owners and beneficiaries know that the advisor is the go-to expert on all things relating to IRA transactions.

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A subsidiary of Appleby Retirement Consulting Inc. An IRA Publications, LLC product
(c) IRA Publications, LLC

How does it work?

Customized to match your brand

01.

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Your Template

02.

Input
Your Details

03.

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04.

Generate
Your Branded Sheet

Created By An Expert

Denise Appleby, MJ (Employee Benefits Law), CRC, CRPS, CRSP, APA, CISP

Denise is an author, consultant, trainer, and speaker on the tax laws and operations compliance that govern IRAs and employer sponsored retirement plans.

Denise’s consulting practice focuses on protecting retirement savings accounts from costly mistakes. 

Denise works with advisors to help ensure that their clients avoid these mistakes, by simplifying the tax code and other governing rules and regulations

For more about Denise, visit her website at www.DeniseAppleby.com.

Denise Appleby
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Updated throughout the year

Your purchase includes updates with tax-law changes throughout the calendar year.

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Frequently Asked Questions

Customized to match your brand

Yes. Your IRA Digestible comes with free updates for the year. If there are law changes that affect your IRA Digestible, we ill notify you. You can then download a copy of the newly updated PDF at no charge

Download  and share your PDF copy with your local professional printer. We recommend the following specifics.

  • 8.5 x 11 Flyers
  • 12 point Kromekote CC2S paper – 130# cover gloss
  • 2-sides
  • Color

Share your IRA Digestible with clients, prospects, business connections, and anyone else that you think would appreciate the information.

No. But, compliance departments approve our products. If required, please share with your compliance department for approval.

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IRA Digestibles. IRA information condensed into digestible lenghts and format.

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