Denise Appleby

CEO, Appleby Retirement Consulting Inc.

Denise 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 More about Denise at DeniseAppleby.com.

Denise’s Recent activity

IRS Extends Relief to 2023 for SECURE Act Era Designated Beneficiaries

Jul 26, 2023

They won’t owe excise tax on required minimum distribution failures from 2021 to 2023.

How to Protect IRAs From Excise Taxes and Penalties

May 22, 2023

These are costly but avoidable in many cases.

Selected Provisions of the Recently Enacted SECURE Act 2.0

Feb 16, 2023

The new law includes over 90 changes to the rules that govern individual retirement accounts and employer plans.

Revised Retirement Rules in the SECURE Act 2.0

Jan 03, 2023

New law includes significant changes to the rules for individual retirement accounts and employer plans.

Proposed RMD Regulations Interpret the SECURE Act

May 23, 2022

A review of key provisions.

Full Steam Ahead for SECURE Act 2.0?

Apr 13, 2022

The bill passed the House and is now awaiting Senate approval.

The SECURE Act—One Year Later

May 21, 2021

Identify clients who are affected by the changes, and determine how best to implement estate-planning strategies.

Five Key SECURE Act 2.0 Provisions

Mar 17, 2021

The bipartisan bill provides more opportunities to save for retirement. Here are some highlights.

IRS Issues Guidance on COVID-19 Distributions from Retirement Accounts

Jun 22, 2020

Notice 2020-50 provides enhancements, confirmations and clarifications.