Denise Appleby, MJ (Emp. Benefits Law), APA, AKS, CISP, CRC, CRPS, CRSP
Social media Handle: @ApplebyIRA
Denise is a nationally know and well respected expert on IRAs, Retirement Plans for Small businesses, and distributions/rollovers from employer plans.
Denise is the author of: The IRA Quick Reference Guide: A Compilation of IRA Quick Reference Guides and creator of www.irapublications.com and www.retirementDictionary.com .
Denise is an author, consultant, trainer, and speaker on the tax laws and operations compliance that govern IRAs and employer sponsored retirement plans.
Denise’s consulting practice focuses on protecting retirement savings accounts from costly mistakes.
Denise works with advisors to help ensure that their clients avoid these mistakes, by simplifying the tax code and other governing rules and regulations. When possible, Denise helps to correct mistakes that have already been made and have helped individuals save from a few hundred to millions of dollars by avoiding and/or correcting mistakes.
Connected with Denise on LinkedIn at https://www.linkedin.com/in/deniseappleby/