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 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

    • 27 Aug 2015
    • 1:00 PM - 2:00 PM
    • Webinar

    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.

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

    • 24 Sep 2015
    • 1:00 PM - 2:00 PM
    • Webinar: TIME ZONE : EST

    Presenter: Denise Appleby

    Fee: $59.00 per location. Free for some members . Click 'show details' for more information

    Description: An explanation of the rules and regulations that govern recharacterizations of Roth IRA Conversions and IRA Contributions

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

    Topics Covered:

    ·         Conversion rules

    ·         Avoiding Ineligible conversions  

    ·         Recharacterizations-deadline

    ·         Partial recharacterizations

    ·         The NIA rule           

    ·         Operational Requirements

    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:

    •  
    • Roth 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.

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

Past events

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

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