Sign Up for the IRA Masterclass Series. Appleby's IRA Bytes
Speaker, author, teacher, consultant: I teach/consult to financial, tax, and legal professionals about the tax laws that govern IRAs and employer plans
Appleby Retirement Consulting Inc. : Products and Services
Appleby Retirement Consulting Inc. provides financial, tax, and legal professionals with various retirement products and services. Our primary goal is to help prevent mistakes from being made with retirement account transactions and, where possible, provide solutions for errors that have already been made.
Speaking: Book Denise to speak at your event or train your staff.
IRA Consulting: Call or email us for answers before initiating distributions, transfers, contributions, rollovers, and other transactions. We will provide you with the information needed to ensure that mistakes are not made with such transactions. We cover IRAs, defined contribution plans, 403(b) plans, governmental 457(b) plans, and distributions/rollovers from defined benefit plans.
Shop IRA Reference and Marketing Tools: Visit our shop for free IRA guides and other material, including our famous IRA Quick Reference Guides.
Rollover Transfer help for IRA owners, plan participants, and beneficiaries: The right time to avoid a mistake with a rollover or transfer is before it is initiated. Contact us before talking with the financial institution or plan administrator.
Suitability assessment for Small Business Retirement Plans: Small business owners are on their own when it comes to saving for retirement. And for most, the solution is a retirement plan for themselves and their employees. Not all plan features carry the same weight. A suitability assessment must be done to determine what works for a business and what doesn’t.Denise will help you determine which plan works for your small business client, based on their needs.
| Product or Service
| White papers
|| Have us write a white paper for your business. Contact us
||Starts at $2,500
Customized IRA Training
|Choose our prepared IRA Foundations Training Program, or have us create a customized training program for your staff||Pricing of customized training program depends on program|
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.
|Please Contact us for pricing|
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.
We will perform an assessment. And if it can be fixed, we will work with you, your client, and the financial institution to make the required corrections.
|Fee depends on the complexity of the case.
| Visit our IRA Shop and get helpful products