Products and Services
| Product or Service
| White papers|| Have us write a white paper for your business. Contact us||Starts at $2,500|
|Technical consultation: IRAs, rollovers, RMDs etc.- Put Denise on retainer || Sign up here |
Customized IRA Training
|Choose our prepared IRA Foundations Training Program, or have us create a customized training program for your staff||IRA foundations program $5,500. Pricing of customized training program depends on program |
|Teleconferences/Webinars.IRA Fast Track to Technical Efficiency
These are informational and/or training sessions provided VIA teleconferences or Webinars. These usually last for 45 minutes to 1-hour.
Available for customization for your staff
Get a refresher on the technical rules that govern IRAs, and help your clients stay compliant and avoid costly mistakes with Appleby's IRA Fast Track to Technical Efficiency , just for you and your staff. Have us choose the topics, or you choose the topics. Contact us
Or, attend a webinar available to everyone ,
|Fee for private webinars depends on duration.|
|Inherited IRA/401(k) Transfer/Rollover Assistance for beneficiaries
Don’t end up with a taxable distribution of inherited IRAs/401(k)s, when you really wanted a nontaxable transaction.
Engage Denise before an unfixable mistake is made.
Mistakes made with inherited retirement accounts are often unfixable and costly.
Denise will hold your hand throughout the process, to help ensure that your desired objective is met.
| Starts at $2,500|
Some IRA mistakes can be fixed. Some cannot be fixed.
Denise will help to determine whether yours can be fixed.
If you found out that a mistake was made with your retirement account, contact Denise immediately.
|Fee depends on the complexity of the case.|
|Coming in 2021-IRA Article database- Available for branding/customization/posting on websites/in newsletters||
You can use these articles to:
| Visit our IRA Shop and get helpful products