Appleby Retirement Consulting - External Resources
Seminar/Training Providers and Speakers
| Natalie B. Choate | www.ataxplan.com |
| Ed Slott | www.irahelp.com |
| Barry Picker | www.pwacpa.com |
| Pensworth | www.pensworth.com |
Retirement Planning Software and Calculators
| www.brentmark.com | Retirement and estate planning software and calculators |
| www.72t.net | SEPP/72(t) Calculators and resources |
| www.stillriverretire.com | Retirement planning software and calculators |
| www.rothprofessional.com | Roth Conversion Optimizer Tool enter code ARCPro100 for $100 discount |
Regulatory and Other Information from the Government
| www.irs.gov | IRS |
| www.dol.gov/ebsa | U.S. Department of Labor Employee Benefits |
| www.ssa.gov | Social Security Administration |
IRS Publications
| Publication 590 | Individual Retirement Arrangements (IRAs) | www.irs.gov/pub/irs-pdf/p590.pdf |
| Publication 560 | Retirement Plans for Small Business | www.irs.gov/pub/irs-pdf/p560.pdf |
| Publication 571 | Tax-Sheltered Annuity Plans (403(b) Plans) | www.irs.gov/pub/irs-pdf/p571.pdf |
| Publication 575 | Pension and Annuity Income | http://www.irs.gov/pub/irs-pdf/p575.pdf |
| Publication 939 | General Rule for Pensions and Annuities | http://www.irs.gov/pub/irs-pdf/p939.pdf |
| Publication 970 | Tax Benefits for Education | http://www.irs.gov/pub/irs-pdf/p970.pdf |
| Publication 3920 | Tax Relief for Victims of Terrorist Attacks | http://www.irs.gov/pub/irs-pdf/p3920.pdf |
General Retirement Plan Information
www.irahelp.com
www.benefitslink.com
www.72t.net
www.401khelpcenter.com/
Professional Education
