A taxpayer owes the IRS $8.5 million because they did not correct an excess contribution in time. Another discovered that their $500,000 traditional IRA was disqualified years ago because of a bad rollover. How can you help clients avoid these costly errors? To find out, join NAPFA for a two-part series during which Denise Appleby, national IRA expert, will take you through the rules for preventing bad rollovers and ineligible contributions and how to fix them should they occur.
Denise Appleby, MJ, APA, CISP, CRC, CRPS, CRSPFounder and CEO of Appleby Retirement Consulting Inc.
Denise Appleby, MJ, APA, CISP, CRC, CRPS, CRSP, is the founder and CEO of Appleby Retirement Consulting Inc., a firm that provides IRA consulting & resources for financial, tax, and legal professionals. She has more than 20 years of experience in the retirement plans field, which includes training, speaking, and legal writing. Denise, nicknamed “the IRA Whisperer,” writes and publishes educational and marketing tools for advisors, and has co-authored several books on IRAs and appeared on numerous media programs. Denise graduated from The John Marshall Law School, where she obtained a Master of Jurisprudence in Employee Benefits.