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Speaker, author, teacher, consultant: I teach/consult to financial, tax, and legal professionals about the tax laws that govern IRAs and employer plans
Denise Appleby, MJ (Emp. Benefits Law), APA, AKS, CISP, CRC, CRPS, CRSP .jpg)
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.
She is CEO of Appleby Retirement Consulting Inc., a firm that provides IRA tools and resources for financial and tax professionals. She has over 20 years of experience in the retirement plans field, and has co-authored several books and written over 700 articles on IRA rules and regulations.
Denise is also the creator and CEO of the consumer website that provides free information about IRAs, www.retirementdictionary.com
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/
Denise's wealth of knowledge in retirement plans led to her making appearances on CNBC's Business News, Fox Business Network and numerous radio shows, as wells as being quoted in the Wall Street Journal, Investor's Business Daily, CBS Marketwatch's Retirement Weekly and other financial publications, where she gave insights on retirement planning. Her expertise and knack of explaining complex retirement plans rules and regulation, so that they are easily understood, created a demand for her to speak at various conferences and seminars around the country.
She is a contributing writer/author tor Morningstar and Forbes magazine.
Denise has also written numerous articles for many newsletters, including the Pershing LLCs SixtySomething, Pershing LLC's "The Pershing Press", Ed Slott's IRA Advisor and Investopedia.
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Author
With her experience, interests and qualifications dedicated to retirement plans, Denise has co-authored the following books on retirement accounts:
- Roth IRA Answer Book, Published by Aspen Publishers. The Roth IRA Answer Book, provides an up-to-the-minute tutorial on this subject for a wide variety of professional markets, including pension consultants, insurance agents, financial planners and investment advisors, plan administrators, lawyers, and accountants, as well as businesses that promote, market, service, or provide technical support to retirement plans, products, and related services. It also provides in-depth coverage of the administration and operation of Roth IRAs. A team of practicing experts analyzes the most recent developments in practice, as well as legislation, regulation, and law. It is the one resource that takes pension professionals step by step through all aspects of plan administration and compliance.
- SIMPLE, SEP, and SARSEP Answer Book, 2022 Edition, provides updated and expanded coverage of legislative and regulatory developments and changes affecting SIMPLE, SEP, and SARSEP plans including the Taxpayer Certainty and Disaster Tax Relief Act of 2020, the Setting Every Community Up for Retirement Enhancement Act of 2020 (SECURE Act), and the Coronavirus Aid, Relief, and Economic Security (CARES) Act.
- Quick Reference to IRAs, Published by Aspen Publishers. The Quick Reference to IRAsprovides attorneys, accountants, financial planners, and consultants - along with their clients - with the essential facts and advice regarding the planning, implementation, and administration of IRAs.
- Adviser's Guide to Retirement Plans for Small Businesses, Published byAICPA. The Adviser's Guide to Retirement Plans for Small Businesses is designed to provide you with the knowledge and tools you need to offer strategic advice about retirement plans. In 30 chapters, you’ll find discussion of statutory requirements, the legal structure of various plan types, as well as detailed information on plan design, establishment, monitoring, administration, correction of failures, and termination.