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July 11, 2012

7 Things You Need to Know About Retirement Financial Advice


2012 Pension Research Council Symposium dinner keynote address given by Harold Evensky on the topic “7 Things You Need to Know About Retirement Financial Advice.” Recorded May 3, 2012 at the University of Pennsylvania in Philadelphia. Video- click here to view

Written By

Denise Appleby

Denise is CEO of Appleby Retirement Consulting Inc., a firm that provides IRA resources for financial/ tax/legal professionals. She has over 20 years of experience in the retirement plans field, which includes training and technical consultation.

Denise writes and publishes educational /marketing tools for advisors; available at Denise co-authored several books on IRAs

Denise is a graduate of The John Marshall Law School, where she obtained a Masters of Jurisprudence in Employee Benefits, and has earned 5 professional retirement designations.
She has appeared on numerous media programs, sharing her insights on retirement tax laws.


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Annual Benefit Limit

Definition The annual benefit limit for defined benefit plans is the lesser of: A) 100% of the participant’s average compensation for his or her highest

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IRA Rules