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The New York Times

The New York Times quoted Steve Brett, president of Marcum Financial Services, in an article about the advantages of trusteed IRAs.

Featured: Steve Brett, President, Marcum Financial Services LLC

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"It's that spot where retirement planning meets estate planning," said Steven D. Brett, president of Marcum Financial Services. "You get to combine the tax advantages of an I.R.A. with the benefits of a trust."

 

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