Denise Appleby
Retirement and IRA specialist known as 'The IRA Whisperer' and a Morningstar contributor who advises investors on protecting IRAs and avoiding costly tax mistakes.
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Feb 27, 2026 • 18min
Avoid This IRA Distribution Error to Protect Your Retirement Cash
Denise Appleby, retirement and IRA specialist nicknamed The IRA Whisperer and Morningstar contributor, explains why IRA owners must track after-tax dollars themselves. She covers how withdrawals are allocated, why custodians often leave taxable amounts undetermined, and the importance of Form 1099-R and Form 8606. Practical steps for rebuilding records and avoiding double taxation are highlighted.
