Save time: Get IRA Answers Quickly:

Put Denise on speed dial for your IRA questions.

Or send her unlimited emails.

 Sign up for one of her affordable consulting programs (below).

Pay annually or monthly.

Please make you selection below and click the 'next' button at the bottom of the page to proceed.

Appleby Retirement Consulting Inc. provides technical consultation on the rules and regulations that govern Traditional  IRAs, Roth IRAs, SEP IRAs, SIMPLE IRAs, Defined Contribution plans including  401(k)s, and 403(b)s.Areas on which consultation is provided include explanations of the rules and regulations that govern the aforementioned accounts, and compliance requirements. This includes rules that apply to:
  • Contributions  
  • Distributions (including In-service withdrawals, NUA, beneficiary distribution options and required minimum distributions)
  • Rollover and transfers,
  • Transfers due to divorce and QDROs
  • Roth conversions, rollovers & recharacterizations (not including Roth Conversion analyses, but we can recommend someone),
  • RMD Calculations,
  • Tax reporting and tax withholding requirements
  • Correcting mistakes

We can also help you to determine retirement (employer) plan suitability for small business owners, and reviewing plan documents to determine features and provisions. 

Please note: Our expertise does not include the funding and design of defined benefit plans and consulting on the rules that govern insurance products held in qualified plans.
PayPal Acceptance Mark
Warning: browser cookies disabled. Please enable them to use this website.

Select membership level

* Mandatory fields
* Membership level

253 Silvertop Drive
Grayson, GA 30017

Telephone: 973-313-9877
Fax: 888-524-3120

(C) Appleby Retirement Consulting Inc 2006-2016

Terms of Use  |  About Denise Appleby  |  Media &Press
Legal  |  Delivery & Return Policy  |  Contact Us

Powered by Wild Apricot Membership Software