Sarah Brenner, Author at Steven Drahozal

January 20, 2025February 22, 2025IRA

One Roth IRA Rule Congress Should Do Away With Now

Today is Inauguration Day. A new administration has arrived. We also have a new Congress. With the arrival of newly […]

December 18, 2024February 22, 2025IRA, IRA Rollovers, Retirement Plan Rollovers, Retirement Plans

4 Things to Know About Rollovers Between Calendar Years

The IRA rollover rules are always tricky. However, if you are rolling over an IRA distribution when the calendar year […]

February 25, 2020February 13, 2025IRA, IRA Rollovers, Retirement Plan Rollovers, Retirement Plans

Top 10 Things You Need to Know about the New SECURE Act and Your Retirement Account

Top 10 Things You Need to Know about the New SECURE Act and Your Retirement Account by Sarah Brenner, JD, […]

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