I teach/consult to financial, tax, and legal professionals about the tax laws that govern IRAs and employer plans. Denise Appleby
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· IRA Technical consulting is limited to responding to technical questions about the rules and regulations that govern IRAs.
· Work that falls out of the scope of technical consulting are subject to fees outside of IRA consulting retainer packages. These include working with financial institutions to correct distribution mistakes, editing content, writing articles, writing whitepapers, and providing customized or private training.