Denise Appleby — SPARQNOW

At-a-Glance

Nationally recognized IRA expert, known as The IRA Whisperer
Author of The IRA Quick Reference Guide Book for Advisors
Co-author of multiple legal treatises on IRAs and employer plans
Consults financial advisors and institutions on IRA, rollover, and inherited retirement account issues
National speaker on complex tax laws and compliance for retirement plans

Biography

Denise Appleby is a nationally recognized IRA expert, author, and speaker, widely known as The IRA Whisperer. She is recognized for her ability to simplify complex tax laws governing IRAs and employer-sponsored retirement plans, making intricate financial regulations accessible to professionals.

As a sought-after national speaker, Denise delivers high-impact presentations to educate and engage financial advisors, tax professionals, attorneys, and custodians.