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November 17, 2022

IRA Smart Puzzle for the IRA Season

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An IRA Smart Puzzle: By Denise Appleby

How IRA Smart are you? Complete this puzzle and see. Click the empty box at the start of a word and type your answer.  Red fonts means the entry is incorrect. When you get all the answers, and star will appear. Use the menu bottom right hand corner to clear, zoom in/out and print the puzzle. Scroll down if needed. 100% anonymous

Written By

Denise Appleby

Denise is CEO of Appleby Retirement Consulting Inc., a firm that provides IRA resources for financial/ tax/legal professionals. She has over 20 years of experience in the retirement plans field, which includes training and technical consultation.

Denise writes and publishes educational /marketing tools for advisors; available at http://irapublications.com. Denise co-authored several books on IRAs

Denise is a graduate of The John Marshall Law School, where she obtained a Masters of Jurisprudence in Employee Benefits, and has earned 5 professional retirement designations.
She has appeared on numerous media programs, sharing her insights on retirement tax laws.

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