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Speaker, author, teacher, consultant: I teach/consult to financial, tax, and legal professionals about the tax laws that govern IRAs and employer plans
IRA Technical Consultation membership
Sign up and ask me your IRA, Roth IRA, 401(k) rollover, Beneficiary Rules, SEP IRA, SIMPLE IRA, Self-employed 401(k) technical questions. Unlimited questions at any time.
I help my clients prevent mistakes with IRA transactions- including errors that can happen with employer plan rollovers and Roth conversions. See below for more details.
If you prefer a onetime consultation, please send Denise an email. The rate is determined by the nature of the consultation.
Please note: This consulting option does not cover one-on-one Rollover/Transfer assistance and correction of errors such as unintentional distributions. Please contact us to discuss solutions for such requests.
You
are the goalie of your team. True. But you will never score if you do
not have the right support. I help advisors score winning goals with
IRA-related transactions. I help my clients prevent mistakes with IRA transactions- including errors that can happen with employer plan rollovers and Roth conversions.
The right time to make the right move with an IRA transaction is the first time. I can help you with that.
Let me help you:
- Save your clients from unintended distributions, unintended Roth conversions, rollover mistakes, and mistakes with inherited retirement accounts.
- Plan distribution strategies that take advantage of available tax reduction benefits.
- Determine distribution options for spouse, non-spouse, and non-designated beneficiaries.