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Appleby’s Top 20 Roth Rules to Tax Free Retirement Income Through Roth Accounts



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Since becoming available in 1998, Roth accounts have become increasingly popular. This is primarily because of the opportunity for tax-free distributions; unlike traditional accounts, for which tax-deferred amounts would be taxable when distributed. Those who want to take advantage of Roth accounts should understand the different ways in which contributions can be made, the different types of contributions, and limitations that apply to such contributions.

In her exclusive LISI Webinar, Denise will cover the following points, and more:
  • Know how Roth IRA contributions can be made and who is eligible to make those contributions
  • Identify the operational and compliance requirements that apply to Roth conversions
  • Understand the limitations that apply to recharacterizing Roth activity.
  • Recognize the impact of changes to the recharacterization rules under the Tax Cuts and Jobs Act of 2017
  • Understand the transfer or rollover rules that apply to Roth IRAs and Roth 401(k)s
  • Know the beneficiary options that apply to Roth accounts
  • Understand what makes a distribution “qualified"


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Denise Appleby is CEO of Appleby Retirement Consulting Inc., a firm that provides IRA tools and resources for financial and tax professionals. She has over 20 years of experience in the retirement plans field and has co-authored several books and written over 500 articles on IRA rules and regulations. Extensive Practical Experience Denise held several senior retirement-plans related positions with Pershing LLC, which includes Vice President of Retirement Plans Products and Services, Retirement Plans Manager, Trainer, Training Manager, Compliance Consultant, IRA/Retirement Plans Technical Help Desk Manager and Writer. Denise has extensive experience with training the staff and financial advisors of many broker-dealers on retirement plans related topics. She has trained hundreds of tax professionals including CPAs. Media Denise's wealth of knowledge in retirement plans led to her making appearances on CNBC's Business News, Fox Business News and numerous radio shows. In addition, she has been quoted in the Wall Street Journal, Investor's Business Daily, CBS MarketWatch's Retirement Weekly and other financial publications, where she gave insights on retirement planning. Her expertise and knack for explaining complex retirement plans rules and regulation, so that they are easily understood, created a demand for her to speak at various conferences and seminars around the country. Authorship With her experience, interests and qualifications dedicated to retirement plans, Denise has co-authored the following books on retirement accounts: • SIMPLE, SEP, and SARSEP Answer Book, Published by Aspen Publishers is the most comprehensive, up-to-the-minute, and authoritative resource on the market, answering the complex questions surrounding SIMPLEs, SEPs, and SARSEPs. The question-and-answer format, with its breadth of coverage and its plain-language explanations, provides practitioners with clear, concise answers to hundreds of practical questions. Practice pointers and numerous examples offer additional insight into the complexities of designing, administering, and reporting SIMPLEs, SEPs, and SARSEPs. Citations to authorities are provided as research aids for those who need to pursue particular subjects in greater detail. • Roth IRA Answer Book, Published by Aspen Publishers. The Roth IRA Answer Book, provides an up-to-the-minute tutorial on this subject for a wide variety of professional markets, including pension consultants, insurance agents, financial planners and investment advisors, plan administrators, lawyers, and accountants, as well as businesses that promote, market, service, or provide technical support to retirement plans, products, and related services. • Quick Reference to IRAs, Published by Aspen Publishers. The Quick Reference to IRAs provides attorneys, accountants, financial planners, and c | P a g e 2020 Edition| IRA Quick Reference Guides | www.IRApublications.com | QRGB2020- V3 consultants - along with their clients - with the essential facts and advice regarding the planning, implementation, and administration of IRAs. • Adviser's Guide to Retirement Plans for Small Businesses, Published by APICAL. The Adviser's Guide to Retirement Plans for Small Businesses is designed to provide you with the knowledge and tools you need to offer strategic advice about retirement plans. In 30 chapters, you’ll find discussion of statutory requirements, the legal structure of various plan types, as well as detailed information on plan design, establishment, monitoring, administration, correction of failures, and termination. Helping Consumers & Giving Back Denise is creator and CEO of the consumer website www.retirementdictionary.com, which provides free information to consumers about IRAs and other retirement accounts, including how to avoid costly mistakes and how to benefit from the favorable rules available only to these accounts. Academic and Professional Qualifications Denise, obtained her Master of Jurisprudence from John Marshall Law School, and is her undergraduate degree from Rutgers University, holds the following professional certifications: • Accredited Pension Administrator (APA), National Institute of Pension Administrators, Chicago IL • Certified IRA Services Professional (CISP), Institute of Certified Bankers, Washington DC • Chartered Retirement Plans Specialist (CRPS), College of Financial Planning; Denver CO • Certified Retirement Counselor (CRC), International Foundation for Retirement Education (InFRE) • Certified Retirement Services Professional (CRSP), Institute of Certified Bankers, Washington DC


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