In the last two decades working with retirement accounts, I have seen the movement away from the traditional pensions to individual account based retirement plans like 401(k)s and IRAs. As a result, the need for retirement plan expertise is greater than ever.That’s where my – and Ed Slott and Company’s – expertise in retirement distribution planning helps financial professionals and consumers understand the tax code’s many intricacies. Over the past two decades, I have helped a wide range of professionals in the retirement plan arena answer complex technical questions. My clients have included financial and other professional advisors as well as large and small financial institutions and retirement account holders themselves. I have been a contributing writer for many IRA texts, including articles and training manuals, and have been quoted in national financial and tax publications. I am also an experienced speaker who has trained thousands of professionals in the financial industry, including attorneys, CPAs, bankers, financial advisors, and brokers on retirement plan rules.
Ed Slott And Company, Llc
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Ira AnalystEd Slott And Company, Llc Jul 2015 - PresentResponsible for answering financial professionals' questions on IRA distribution planning, work with members of Ed Slott's Elite IRA Advisor Group to best utilize IRA strategies to help their clients avoid needless taxation and penalties, write articles and serve as a contributing editor for Ed Slott's IRA Advisor Newsletter, and present to 100+ financial professionals at Ed Slott and Company training events.
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Senior Ira ConsultantPmc-Pension Management Company Sep 1997 - Jun 2015Paoli, PaTrained thousands of professionals in the financial industry including attorneys, CPAs, bankers, financial advisors and brokers on retirement account rules. Responsible for helping financial organization clients solve complex technical IRA questions. Served as contributing writer and editor for multiple IRA texts, articles, and training manual. -
AttorneyTraud Law Offices Jun 1994 - Aug 1997
Sarah Brenner Skills
Sarah Brenner Education Details
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History And French Studies
Frequently Asked Questions about Sarah Brenner
What company does Sarah Brenner work for?
Sarah Brenner works for Ed Slott And Company, Llc
What is Sarah Brenner's role at the current company?
Sarah Brenner's current role is IRA Educator and Professional Speaker Discussing Retirement Distribution Planning.
What schools did Sarah Brenner attend?
Sarah Brenner attended Villanova University School Of Law, Smith College.
What skills is Sarah Brenner known for?
Sarah Brenner has skills like Roth Ira, Traditional Ira, Retirement Planning.
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