Denise Appleby
- Founder and Owner, Retirement Dictionary
- Contributing Writer, Morningstar
- CEO, Appleby IRA Consulting, Inc
Atlanta
As seen in:
Morningstar,
Retirement Dictionary,
Forbes,
MSN,
Soundcloud,
Investopedia,
The Street,
Wolters Kluwer,
Financial Advisor,
Wealth Management,
The Miller County Liberal
Covers:
IRA and employer plans,: Rules, Regulations and Operational Compliance.
Doesn't Cover:
Funding of Defined Benefit Plans. Interpreting trust provisions.
I help to prevent & fix IRA mistakes. Buy my IRA Guides at www.IRAPublications.com. Consult at www.DeniseAppleby.com Learn about IRAs at www.IRADictionary.com
Interview
Have you ever used a typewriter?
No
What tools and software do you use to do your job?
The Internal Revenue Code, IRS Guidance and interpretations, Brentmark calculators, Natalie Choate's book, Life and Death planning.
What's your favorite social network?
Facebook
Who do you wish followed you?
Anyone who wants to learn how IRAs and employer plans work- the rules, regulations, how to avoid mistakes, and compliance .
Did you work for your high school newspaper? If so, what did you do there?
No
What advice can you offer to aspiring journalists?
Accuracy and simplicity. You want your readers to understand your content.And you want to make sure the information you provide is accurate.
Would you like to take the Muck Rack Interview?
Create a Muck Rack profile.