The IRA Whisperer — With Denise Appleby
January 23, 2024 by Paul Feldman
Denise Appleby, chief executive officer of Appleby Retirement Consulting, has more than 20 years of experience in the retirement plans field, which includes providing training and technical consultation. Her company provides individual retirement account resources for financial, tax and legal professionals.
As complex as the topic of IRAs is, Appleby says keeping abreast of changes is key.