- Do you know the factors that should be considered when helping your clients to choose between a traditional and a Roth IRA?
- Which retirement plan is most suitable for your client’s small business?
- Is your client’s distribution rollover eligible?
- What is the maximum amount your client can contribute, when he/she participates in multiple retirement plans?
- How should your client handle after-tax assets in a traditional IRA?
- Should your client distribute his/her RMD amount before or after completing a rollover?
These are just a few of the questions you may need to have answered for your clients.
Appleby Retirement Consulting provides technical consulting on these and other retirement plan related topics, including the following:
- Required minimum distributions (RMD)
- Distributions from IRAs and defined contribution plans
- IRS Tax Reporting
- RMD penalty waiver requests
- Determining which plan is suitable for a small business owner
- Correction of plan-defects for SEP and SIMPLE IRAs
- Excess contributions to IRAs and defined contribution plans
- Calculation of earnings on excess IRA contribution and recharacterization amounts
- IRA contributions (General)
- Tax Withholding rules
- Rollovers
- Net unrealized appreciation(NUA)
- Substantially equal periodic payments (SEPP)/72(t)
- Estate Planning for IRAs
How Responses are Handled
Our policy is to provide all responses in writing. This includes a restatement of your question, and any discussions we may have VIA telephone. Written responses are sent to the e-mail address provided in your request. If you prefer not to have responses sent to you in writing, please so indicate in your request.
Where possible, we will include the cite(s) that supports our position, so that you can share them with your clients or any other interested party if necessary.
If we need additional information in order to ensure that you receive a complete and accurate response to your question, we will schedule a conference call with you before we provide you with a written response.
Consultation Fees
Please contact us to discuss fee related matters
Appleby consulting understands that questions of a legal nature should be referred to an attorney.
Should we determine that your question is outside our area of expertise, and should be referred to another party, such as a tax professional or attorney, you will not be charged for our services.
To book a consultation, please complete the following form:
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