IRA Technical Consulting Services
Get quick, easy and accurate answers to your IRA and employer plan distribution questions, Why spend time doing research? Let Denise provide you with the information that you need. Annual retainership plans start as low as $72.00 per month.
Appleby Retirement Consulting Inc. provides technical consultation on the rules and regulations that govern Traditional IRAs, Roth IRAs, SEP IRAs, SIMPLE IRAs, Defined Contribution plans including 401(k)s, and 403(b)s.
Areas on which consultation is provided include explanations of the rules and regulations that govern the aforementioned accounts. This includes rules that apply to:
Please note: Our expertise does not include the funding and design of defined benefit plans and consulting on the rules that govern insurance products held in qualified plans.
Sign up for an annual retainer here or book a one-time consultation by completing the form below.
Please note: A separate arrangement/one-time consulting fee is required for working on cases that require extensive work, such as working with IRA custodians to correct distribution and other mistakes. Please contact us for details.