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Denise Appleby, VP and CEO of Appleby Retirement Consulting Inc.. 10/02/12 episode artwork

EPISODE · Oct 2, 2012 · 55 MIN

Denise Appleby, VP and CEO of Appleby Retirement Consulting Inc.. 10/02/12

from Smart Women Talk · host Smart Women Talk

Join us as we'll discuss:How to avoid the 50% excess accumulation penalty.How to avoid the 6-percent excise tax.How to avoid destroying the tax benefits available to an IRA. Denise Appleby is CEO of Appleby Retirement Consulting Inc, a firm that provides IRA tools and resources for financial and tax professionals. She has over 15 years of experience in the retirement plans field, and has co-authored several books and written over 400 articles on IRA rules and regulations.Denise is also CEO of the consumer website that provides free information about IRAs, www.retirementdictionary.com To learn more about Denise click here www.DeniseAppleby.com.

What this episode covers

Join us as we'll discuss:How to avoid the 50% excess accumulation penalty.How to avoid the 6-percent excise tax.How to avoid destroying the tax benefits available to an IRA. Denise Appleby is CEO of Appleby Retirement Consulting Inc, a firm that provides IRA tools and resources for financial and tax professionals. She has over 15 years of experience in the retirement plans field, and has co-authored several books and written over 400 articles on IRA rules and regulations.Denise is also CEO of the consumer website that provides free information about IRAs, www.retirementdictionary.com To learn more about Denise click here www.DeniseAppleby.com.

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Denise Appleby, VP and CEO of Appleby Retirement Consulting Inc.. 10/02/12

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This episode is 55 minutes long.

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This episode was published on October 2, 2012.

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Join us as we'll discuss:How to avoid the 50% excess accumulation penalty.How to avoid the 6-percent excise tax.How to avoid destroying the tax benefits available to an IRA. Denise Appleby is CEO of Appleby Retirement Consulting Inc, a firm...

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