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Beneficiary Forms for Retirement Accounts

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Tax Investment Planning Show

Tax Investment Planning Show


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Topics and Strategies discussed in TIPShow broadcasts are general in nature and may not apply to your individual situation.  

The views expressed in this talk are solely the opinions of the speakers involved.  

These opinions are general in nature and not designed to provide specific investment advice to individuals.

Investors should not make investment decisions based exclusively on the material discussed on this call.

CapSouth Partners is an independent, Registered Investment Advisor.  Please consult your tax or legal advisor before making decisions that may have tax or legal consequences

My guest today is Denise Appleby, a Rutgers State University graduate, who is a Accredited Pension Administrator (APA), Certified IRA Services Professional (CISP), Chartered Retirement Plans Specialist (CRPS), Certified Retirement Counselor (CRC), International Foundation for Retirement Education (InFRE), and Certified Retirement Services Professional (CRSP)

She is CEO of Appleby Retirement Consulting Inc., providing IRA tools and resources for financial and tax professionals. She has over 15 years of experience and has written over 400 articles on IRA and regulations.

Denise held several senior retirement plans related positions with Pershing LLC, which includes Vice President of Retirement Plans Products and Services, Retirement Plans Manager, and Writer. Denise has extensive experience with training the staff and financial advisors.