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Speaker, author, teacher, consultant: I teach/consult to financial, tax, and legal professionals about the tax laws that govern IRAs and employer plans

Save time: Get Accurate IRA Answers Quickly:

Unlimited email & unlimited telephone consultation options

 Distributions, Rollovers, SECURE Act Expert

 Sign up for one of our affordable consulting programs (below). Pay annually or monthly.

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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)/ RMDs / Tax reporting 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. 

Problems registering? Please send us an email at or call us at 973-313-9877

If you prefer a onetime consultation (instead of a consulting package), please send Denise an email. The rate is determined by the scope of the consultation. 

For annual retainerships, please choose your IRA consulting plan by clicking the Circle (O) below and following the instructions 

If you would prefer to pay by check, please let us know

If you would like a multi-advisor plan that covers more than one advisor, please let us know . Plans below are for single advisors

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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.

253 Silvertop Drive
Grayson, GA 30017

Telephone: 973-313-9877

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