Appleby Retirement Consulting Inc., owned and operated by Denise Appleby, helps financial, tax, and legal professionals navigate the complex rules that apply to IRAs, defined contribution plans, 403(b) plans, and governmental 457(b) plans.

Our primary goal is to help prevent mistakes before they are made with retirement-account transactions, including distributions, transfers, contributions, rollovers, beneficiary payments, and required minimum distributions. Where possible, we also help identify solutions for errors that have already occurred.

Denise’s expertise goes beyond technical theory. She focuses on how retirement-account transactions are actually processed in the real world, including rollover eligibility, RMD compliance, beneficiary rules, correction procedures, and tax reporting requirements.

Denise has helped individuals save from a few hundred to millions of dollars by avoiding and fixing mistakes with their IRAs.

Sign up for technical consulting, visit our shop for IRA guides and reference materials, or book Denise to speak at your event or train your staff.