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:

  • Contributions  
  • Distributions (including In-service withdrawals, NUA, beneficiary
    distribution options and required minimum distributions)
  • Rollover and transfers,
  • Transfers due to divorce and QDROs
  • Roth conversions, rollovers &  recharacterizations(not including Roth Conversion analyses),
  • RMD Calculations,
  • We can also help you to determine retirement (employer) plan suitability for small business owners, and reviewing plan documents to determine features and provisions. 

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.

253 Silvertop Drive
Grayson, GA 30017

Telephone: 973-313-9877
Fax: 888-524-3120

(C) Appleby Retirement Consulting Inc 2006-2016-2019
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