Denise Appleby- Author, Speaker  on IRAs & Employer Retirement Plans;  Consultant, and  Trainer of Choice for Financial and Tax Professionals

Please note that our consulting services are available to financial, tax and legal professionals only. If you are not either of these, please contact your financial, tax and legal professionals, who may then contact us for any consulting needs.

Products and Services

 Product or Service
 Description
Technical consultation: IRAs, rollovers, RMDs etc.- Put Denise on retainer
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 Customized IRA Training


Choose our prepared IRA Foundations Training Program, or have us create a customized training program for your staff
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, starting at $500 per hour.

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. $500 per hour. Contact Denise

Or, attend a webinar available to everyone , starting at $59.

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.

For only $1,000, Denise will hold your hand throughout the process, to help ensure that your desired objective is met.

Contact Denise


 IRA Fix-it



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:
  • Quick Consultation: $275 per hour. $275 minimum. Flat rate available, depending on complexity of the case
  • Inherited IRA/ Inherited 401(k) Mistake: Fee starts at $2,500. A retainer of $500 is required. 

Contact Denise


Coming in 2021-IRA Article database- Available for branding/customization/posting on websites/in newsletters    You can use these articles to:
  • Remind your clients of upcoming deadlines that apply to their IRAs,
  • Make your clients aware of issues that could affect their retirement accounts, and encourage potential clients to contact you.
The article database will consist of hundreds of articles, cheat sheets and other tools that advisors can use to educate themselves and their clients.

 

Required Minimum Distribution (RMD) Calculation for IRA owners

 $125.00 per calculation

Contact Denise

 

Required Minimum Distribution (RMD) Calculation for Inherited/Beneficiary IRAs

 $250.00 per calculation

Contact Denise

 

Net Income Attributable (NIA) for return of excess IRA contribution

 Starts at $275.00

Contact Denise

 Visit our IRA Shop and get helpful products
http://irapublications.com/

253 Silvertop Drive
Grayson, GA 30017

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

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