Appleby Retirement Consulting Inc | 973-313-9877

I teach/consult to financial, tax, and legal professionals about the tax laws that govern IRAs and employer plans. Denise Appleby

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The Top Ten SIMPLE IRA Rules

1-Members: FREE
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2: Non-members – $59.00
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An explanation of the rules and regulations that govern SIMPLE IRAs.

Target Audience: Individuals who want to know how SIMPLE IRAs work.

Topics Covered:

· Definition of SIMPLE IRA Plans

· Eligible Businesses

· Identifying eligible employees

· Setting Up the Plan

· Administration

· Contributions

· Distributions and Portability

Q & A Session

Please Note: We will send you the information to dial into the webinar at least 48 hours prior to the scheduled start time.

Handouts: SIMPLE IRA Quick Reference Guide

Price is per dial-in location

Cancellation Policy: If you register and are unable to attend, please let us know so that we can send you a link to a recording of the webinar.

253 Silvertop Drive
Grayson, GA 30017

Telephone: 973-313-9877