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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
IRA Technical Consultation membership
Sign up for a retainer below.
If you prefer a onetime consultation, please send Denise an email. The rate is determined by the nature of the consultation. Download a copy of our fee schedule here
You
are the goalie of your team. True. But you will never score if you do
not have the right support. I help advisors score winning goals with
IRA-related transactions. I help my clients prevent mistakes with IRA transactions- including errors that can happen with employer plan rollovers and Roth conversions.
The right time to make the right move with an IRA transaction is the first time. I can help you with that.
Let me help you:
- Save your clients from unintended distributions, unintended Roth conversions, rollover mistakes, and mistakes with inherited retirement accounts.
- Plan distribution strategies that take advantage of available tax reduction benefits.
- Determine distribution options for spouse, non-spouse, and non-designated beneficiaries.