Sarah Brenner, JD has worked for almost 20 years helping clients solve complex technical IRA questions. Sarah has been a contributing writer for many IRA texts, articles and training manuals and has been quoted in national financial and tax publications such as CCH IRA Guide.
Brenner is an experienced speaker who has educated thousands of professionals in the financial industry including attorneys, CPAs, bankers, financial advisors, and brokers on retirement plan rules. Sarah has won praise for her ability to communicate complex laws in an easy-to-understand way and provide practical strategies for clients.
Sarah is a contributing writer and editor for Ed Slott’s IRA Advisor
newsletter, distributed to thousands of financial advisors nationwide, and writes for several areas of the company’s website, www.irahelp.com
. Sarah also serves as a valuable resource for the members of Ed Slott’s Elite IRA Advisor Group™, a 400+ member organization of some of the country’s top financial advisors who are dedicated to becoming experts in IRA distribution planning. She consults with firm clients and creates IRA course manuals and training programs for financial advisors.
Sarah is a graduate of Smith College and Villanova School of Law. She is a member of the Pennsylvania Bar and has practiced law with a concentration in elder law for several years and for over 15 years was a senior consultant with PMC, Pension Management Company, an independent IRA consulting firm for financial organizations nationwide.