November 18, 2016

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

The New York Times

By Paul Sullivan

Featured Steven D. Brett, Managing Director, Partner at Marcum Wealth LLC

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

Excerpt:

“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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