On rules governing IRAs, Roth IRAs, 403(b)s, 401(k)s and other retirement accounts.

Appleby Retirement Consulting Inc

Tel: 973-313-9877

Fax: 888-524-3120

 

Premier provider of training, educational tools, marketing materials and technical consulting services for financial and tax professionals.

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What We Do at Appleby Retirement Consulting Inc.

Appleby Retirement Consulting Inc provides retirement plans related products and services to financial, tax and legal professionals, including financial-service institutions. Our goal is to help our clients exceed customer expectations, and maintain a competitive edge. Appleby Retirement Consulting Inc strives to ensure that all products and services that we provide are consistent with our customers’ mission statements.

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We also provide resource materials that provide answers to technical aspects of retirement accounts and retirement plans in plain, easy to understand language.

 

 
 

Upcoming events

    • 07 Apr 2015
    • 1:00 PM - 2:00 PM
    • Webinar: TIME ZONE : EST

    Presenter: Denise Appleby,APA, CISP, CRPS, CRC®, CRSP

     

    Fee: Free- members only access. Click 'show details' for more information.(PLEASE NOTE: Because this webinar is available only to our members, you are able to register only if you log in).

     

    Description: Explanations of the different terminologies that are used for moving assets between retirement accounts; as well as restrictions and limitations that apply.

     

    Learning Objectives:

    • To get a basic understanding of the terminologies that are used when transferring and rolling over assets between retirement accounts
    • To identify when a transaction is a transfer vs a rollover
    • To understand when transfers can be used and when rollovers can be used, and identify circumstances when one should be used instead of the other
    • To identify eligible vs ineligible rollover assets

    Target Audience: Operations staff at Credit Unions, Banks, Brokerage Firms and other financial institutions | Financial Advisors | Tax professionals

     

    Topics Covered:

    • The new IRA rollover rules
    • Eligible rollover distributions vs ineligible rollover amounts
    • Rollovers to IRAs
    • Rollovers from employer sponsored retirement plans
    • Limitations on rollovers: Time and frequency
    • Transfers- when they are permitted
    • Steps to complete rollovers
    • Steps to complete transfers

    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:

    • Copy of PowerPoint presentation

    Cancellation and Refund 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.

    • 21 Apr 2015
    • 1:00 PM - 2:00 PM
    • Webinar: TIME ZONE : EST

    Presenter: Denise Appleby

    Fee: Free- members only access. Click 'show details' for more information  ( PLEASE NOTE: Because this webinar is available only to our members, you are able to register only if you log in).

    Description: Refresher and seasonal tips for the IRA/Tax season. Focus on IRAs and employer plans for small businesses.

    Target Audience: Financial Advisors | Tax professionals | Financial professionals, including the staff at Credit Unions, Banks, Brokerage Firms and other financial institutions

    Topics Covered:          

    • Defining the different types of beneficiaries
    • Critical deadlines
    • Beneficiary distribution options- nonspouse
    • Beneficiary distribution options- spouse
    • Beneficiary portability rules
    • Separate accounting rules
    • Beneficiary traps and how to avoid them

    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:

    Copy of PowerPoint presentation

    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.

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