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

 

Author, Speaker, Expert on IRAs and Employer Retirement Plans, IRA Technical Consultant, and IRA Trainer of Choice for Financial and Tax Professionals



Log In below for paid memberships.Not a member yet?Register here 

Free Updates Sign Up


What We Do at Appleby Retirement Consulting Inc.

Appleby Retirement Consulting Inc. provides a wide range of retirement products and services to financial, tax and legal professionals. Our primary goal is to help prevent mistakes from being made with retirement account transactions; and where possible, provide solutions for mistakes that have already been made.

Customers who call us for answers before initiating distributions, transfers, contributions, rollovers and other transactions will get the information needed to ensure that mistakes are not made with such transactions.

Our services include providing technical consulting on IRAs, defined contribution plans, 403(b) plans and governmental 457(b) plans.

We also provide resource materials that provide answers to technical aspects of IRAs and other retirement accounts and retirement plans in plain, easy- to - understand language. This includes our increasingly popular IRA Quick Reference Guides.

Sign up for technical consulting and other memberships here


 

Upcoming events

    • 23 Jun 2016
    • 1:00 PM - 3:00 PM
    • Webinar: Eastern Time Zone
    Presenter: Peter Gulia, Fiduciary Guidance Counsel (click here for Peter's Bio)

    Get clear answers to your questions about the New Fiduciary Rules.  And get them from a SuperLawyer with 32 years of experience working with insurance and investment advisors.

    Presenter:  Peter Gulia, Fiduciary Guidance Counsel (click here for Peter's Bio)

    Description:  On April 8, 2016, the U.S. Labor department published a final rule on who is a fiduciary because he, she, or it offers or gives investment advice.  The new rule broadens the ways one can be treated as providing investment advice that brings in fiduciary duties.  This rule applies not only to advice about employment-based retirement plans but also to advice about an Individual Retirement Account or Annuity, an Archer Medical Savings Account, a Health Savings Account, and a Coverdell Education Savings Account.  Because many advisors get compensation that can vary based on what a client invests in (or even whether he or she invests), we’ll explain exemptions you can use to protect your compensation.  We’ll “translate” the rule’s 1,023 pages into practical information you can use.  Also, we’ll have plenty of time to answer your questions.

    Peter Gulia- SuperLawyer (http://www.superlawyers.com/pennsylvania/lawyer/Peter-Gulia/87686cc3-248b-4391-b3c8-366182709e7d.html) with 32 years of experience working with insurance and investment advisors.

    Please feel free to submit your questions in advance of the webinar.

    No CE Credits: This webinar has not been approved for CE Credits. However please feel free to ask your provider if they will accept it for CE credits. We will send them any information they require.

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

    Q & As :Please feel free to send us your questions in advance to  training@Applebyconsultinginc.com

    Fee: Free for individuals with current consulting membership with Appleby Retirement Consulting Inc. $59.00 for others

    Instructions to join the webinar: We will send you instructions for joining the webinar at least 48 hours before the scheduled date.

    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.

    Please see our cancellation policy here http://iraeducationcenter.com/page-1836478


    • 20 Oct 2016
    • 22 Oct 2016
    • 36th Annual Tax & Estate Planning ForumManchester Grand Hyatt Hotel, San Diego, California

    One seemingly simple mistake can erode years of tax deferred savings. Mistakes include those that are made when moving assets between retirement accounts.  During this presentation, attendees will learn how to avoid these mistakes, and where possible, correct mistakes that have been made.


Past events

11 May 2016 Rules for Contributing to Multiple Retirement Plans
04 Apr 2016 Essential IRA Tips for Saving Taxes and Avoiding Penalties
23 Mar 2016 Tax Planning Tips and Solutions for IRA and Small Business Owners
07 Dec 2015 The Best Planning Strategies for Taking Early and Required Minimum Distributions for IRAs and Qualified Plans (PSMD)
19 Nov 2015 IRA Year-End Reminders, Updates and Open IRA-Forum
13 Nov 2015 The Most Tax Advantaged Ways of Getting Money Out of Your IRA or Pension Plan (GMOI)
02 Nov 2015 Surgent's Guide to What You Need to Know About Roth IRA's (RIRA)
28 Oct 2015 Surgent's Ins and Outs of Setting Up and Administering Solo 401(k)'s for Your Clients (S401)
22 Oct 2015 Simplifying Self-Directed IRAs for You and Your Clients
24 Sep 2015 The Top 5 Roth Conversions and Recharacterization Rules
17 Sep 2015 Ins and Outs of Self-Directed IRAs (IOSD)
16 Sep 2015 All-Star Tax Series -IRAs from A to Z: What Tax Practitioners Need to Know (IRAZ)
27 Aug 2015 The Top Ten SIMPLE IRA Rules
31 Jul 2015 The Most Tax Advantaged Ways of Getting Money Out of Your IRA or Pension Plan (GMOI)
21 Apr 2015 Beneficiary Options for IRAs and Employer Sponsored Retirement Plans - Designations, Distributions and Avoiding Traps
07 Apr 2015 An Introduction to rollover and transfers rules for Retirement Accounts
17 Mar 2015 Tax Planning Tips and Solutions for IRA and Small Business Owners
21 Jan 2015 Rollovers and Transfers: Rules, Limitations, Exceptions - Focus on IRAs
17 Dec 2014 Taxation of Traditional IRAs and Roth IRAs
10 Dec 2014 FREE IRA Year-End Updates and Open IRA-Forum
19 Nov 2014 Early Distributions: Penalties and Exceptions- Focus on SEPP/72(t) Distributions
12 Nov 2014 Traditional IRA Distributions: Optional, Required, Penalties
22 Oct 2014 IRA BENEFICIARY MATTERS: DESIGNATIONS, DISTRIBUTION OPTIONS, AND AVOIDING TRAPS
24 Sep 2014 REQUIRED MINIMUM DISTRIBUTION RULES FOR IRAS: RULES, ROLES AND RESPONSIBILITIES
10 Sep 2014 ROTH CONVERSIONS AND RECHARACTERIZATIONS
20 Aug 2014 Rollovers and Transfers: Rules, Limitations, Exceptions - Focus on IRAs
16 Oct 2013 REQUIRED MINIMUM DISTRIBUTION RULES FOR IRAS: RULES, ROLES AND RESPONSIBILITIES
18 Sep 2013 IRA BENEFICIARY MATTERS: DESIGNATIONS, DISTRIBUTION OPTIONS, AND AVOIDING TRAPS
09 Sep 2013 ROTH CONVERSIONS AND RECHARACTERIZATIONS
23 Jan 2013 Early Distributions: Penalties and Exceptions- Focus on SEPP/72(t) Distributions
20 Nov 2012 REQUIRED MINIMUM DISTRIBUTION RULES FOR IRAS: RULES, ROLES AND RESPONSIBILITIES
16 Oct 2012 IRA BENEFICIARY MATTERS: DESIGNATIONS, DISTRIBUTION OPTIONS, AND AVOIDING TRAPS
18 Sep 2012 ROTH CONVERSIONS AND RECHARACTERIZATIONS
07 Aug 2012 SIMPLE IRAs Simplified
05 Mar 2012 Webinar: SEPP-72(t) Distributions- An overview

IRA News and Updates

And Retirement Dictionary. Click on a letter to get definitions. See further below for news

Terms of Use || About Denise Appleby Media &Press | Legal | Delivery and Return PolicyContact Us

(C) Appleby Retirement Consulting Inc 2006-2016-2014

Powered by Wild Apricot Membership Software