BRENTMARK NEWS
by: Nicole Maholtz, President & CEO | Brentmark, Inc.
803.781.9595 | nicole@brentmark.com | https://www.brentmark.com
by: Nicole Maholtz, President & CEO | Brentmark, Inc.
803.781.9595 | nicole@brentmark.com | https://www.brentmark.com
WEBINAR: Demystifying the IRS 2023 RMD Changes: Extending the Excise Waiver & 60-Day Deadline
**USE PASSWORD: $*gdn9JY
by: Julie Jason, JD, LLM | Retirement
info@jacksongrantus.com | Jackson Grant Investment Advisors
ARTICLE: Inheriting A Roth IRA? What If You Are An Eligible Designated Beneficiary?
by: Denise Appleby, CISP, CRC, CRPS, CRSP, APA
help@applebyconsultinginc.com | https://applebyconsultinginc.com
BRENTMARK IRA DIGEST: Brentmark Nov – Dec 2022 IRA Digest-for Professionals: The Top 5 IRA Reminders for Year-End 2022
by: Denise Appleby, CISP, CRC, CRPS, CRSP, APA
help@applebyconsultinginc.com | https://applebyconsultinginc.com
BRENTMARK IRA DIGEST: Brentmark Sept – Oct 2022 IRA Digest-for Professionals: The IRS’s Contradictory Interpretation of the 10-year
by: Denise Appleby, CISP, CRC, CRPS, CRSP, APA
help@applebyconsultinginc.com | https://applebyconsultinginc.com
BRENTMARK IRA DIGEST: Brentmark May- Jun 2022 IRA Digest-for Professionals: The Top 4 IRA Rollover Mistakes and How to Avoid Them
by: Julie Jason, JD, LLM | Retirement
info@jacksongrantus.com | Jackson Grant Investment Advisors
ARTICLE: Born in Second Half of 1949? Act by April 1 to Avoid RMD Penalty
by: Denise Appleby, CISP, CRC, CRPS, CRSP, APA
help@applebyconsultinginc.com | https://applebyconsultinginc.com
BRENTMARK IRA DIGEST: Brentmark,Inc. Mar – Apr 2022 IRA Digest for Professionals: The Top 4 Tax Forms for Tax-Efficient Tracking of Your IRA Activity
by: Denise Appleby, CISP, CRC, CRPS, CRSP, APA
help@applebyconsultinginc.com | https://applebyconsultinginc.com
BRENTMARK IRA DIGEST: Jan – Feb 2022 IRA Digest-for Professionals – 5 Key Factors for Determining if a Roth IRA Conversion is Right for You
by: Nicole Maholtz, President & CEO | Brentmark, Inc.
803.781.9595 | nicole@brentmark.com | https://www.brentmark.com
by: Denise Appleby, CISP, CRC, CRPS, CRSP, APA
help@applebyconsultinginc.com | https://applebyconsultinginc.com
BRENTMARK IRA DIGEST: Nov – Dec 2021 IRA Digest-for Professionals – 2022 Means New Tables for RMDs: The Top 5 Provisions You Must Know
by: Denise Appleby, CISP, CRC, CRPS, CRSP, APA
help@applebyconsultinginc.com | https://applebyconsultinginc.com
BRENTMARK IRA DIGEST: Sept – Oct 2021 – Key Considerations for Spouse Beneficiaries of IRAs and Employer Plans
by: Denise Appleby, CISP, CRC, CRPS, CRSP, APA
help@applebyconsultinginc.com | https://applebyconsultinginc.com
BRENTMARK IRA DIGEST: July – August 2021 – 3 Tax Savings Moves For Spouse Beneficiaries of IRAs.
by: Denise Appleby, CISP, CRC, CRPS, CRSP, APA
help@applebyconsultinginc.com | https://applebyconsultinginc.com
by: Denise Appleby, CISP, CRC, CRPS, CRSP, APA
help@applebyconsultinginc.com | https://applebyconsultinginc.com
by: Julie Jason, JD, LLM | Retirement
info@jacksongrantus.com | Jackson Grant Investment Advisors
ARTICLE: When You Inherit An IRA, You Also Might Inherit Some Complicated RMDs.
by: Denise Appleby, CISP, CRC, CRPS, CRSP, APA
help@applebyconsultinginc.com | https://applebyconsultinginc.com
ARTICLE: Five Key SECURE Act 2.0 Provisions
by: Denise Appleby, CISP, CRC, CRPS, CRSP, APA
help@applebyconsultinginc.com | https://applebyconsultinginc.com
by: James Lange, Attorney, and CPA
jim@paytaxeslater.com | https://www.paytaxeslater.com
ARTICLE: Who Gets What–Tax Savvy Way to Give to Charity
by: Bruce Steiner – Attorney, Kleinberg, Kaplan, Wolff & Cohen P.C.
bsteiner@kkwc.com | https://www.kkwc.com
ARTICLE: Charitable Remainder Trusts Replicate The Stretch For IRAs
by: Denise Appleby, CISP, CRC, CRPS, CRSP, APA
help@applebyconsultinginc.com | https://applebyconsultinginc.com
BRENTMARK IRA DIGEST: Nov- Dec 2021 – 4 Key IRA Reminders For The 2020 Tax Season
by: SML | Security Mutual Life
607-760-3315 | wrainald@smlny.com | SML | Planning Minute Podcast
PLANNING MINUTE EPISODE 107: 2020 End-of-Year COVID-19 and Legislative Action
by: Brentmark, Inc. | Denise Appleby, CISP, CRC, CRPS, CRSP, APA
info@brentmark.com | Brentmark Products
PARTNER PRODUCT: Ultimate IRA Guide: A Compilation of IRA Guides for 2021
Available Now at Brentmark’s Exclusive Partner Discounted Price of $99
** This is a PDF eBook. You will receive a link to the PDF file. **
by: Nicole Maholtz, President & CEO | Brentmark, Inc.
803.781.9595 | nicole@brentmark.com | https://www.brentmark.com
by: Denise Appleby, CISP, CRC, CRPS, CRSP, APA
help@applebyconsultinginc.com | https://applebyconsultinginc.com
ARTICLE: Brentmark-Nov- Dec 2020 IRA Digest-for Professionals
by: James Lange, Attorney and CPA
jim@paytaxeslater.com | https://www.paytaxeslater.com
ARTICLE: Now Is The Best Time In History To Do A Roth IRA Conversion
by: Denise Appleby, CISP, CRC, CRPS, CRSP, APA
help@applebyconsultinginc.com | https://applebyconsultinginc.com
by: Denise Appleby, CISP, CRC, CRPS, CRSP, APA
help@applebyconsultinginc.com | https://applebyconsultinginc.com
by: William F. Rinaldi, CFP®
Regional Vice President | Security Mutual Life Insurance Company of New York
607-760-3315 | wrainald@smlny.com | https://smlny.com
ARTICLE: The Five Most Common Mistakes When Claiming Social Security
by: Julie Jason, JD, LLM | Retirement
info@jacksongrantus.com | Jackson Grant Investment Advisors
ARTICLE: Readers Still Struggle With The Secure Act’s New Age 72 RMD Rule
by: Denise Appleby CISP, CRC, CRPS, CRSP, APA
help@applebyconsultinginc.com | https://applebyconsultinginc.com
ARTICLE: 4 Savvy Roth Conversion Tips
by: Denise Appleby CISP, CRC, CRPS, CRSP, APA
help@applebyconsultinginc.com | https://applebyconsultinginc.com
ARTICLE: 5 Steps To Choosing Between A Roth IRA And A Traditional IRA Contribution
by: Nicole Maholtz, President & CEO | Brentmark, Inc.
803.781.9595 | nicole@brentmark.com | https://www.brentmark.com
by: Denise Appleby, CISP, CRC, CRPS, CRSP, APA
help@applebyconsultinginc.com | https://applebyconsultinginc.com
IRS Notice 2022-53 – Certain Required Minimum Distributions for 2021 and 2022
The IRS has waived the 50% penalty for missed RMDSs for 2021-2022 for individuals that inherited and IRA in 2020+, that were subjected to the 10 year rule requirement.
By: Brentmark, Inc.
PRESS RELEASE: Brentmark Named In ThinkAdvisors Luminaries of 2021
By: Brentmark, Inc.
PRESS RELEASE: CFO TechOutlook Names Brentmark In Top 10 FinTech Solution Providers of 2021
By: Brentmark, Inc.
info@brentmark.com | Products: (RPA) Retirement Plan Analyzer (Desktop)
By: Brentmark, Inc.
info@brentmark.com | Products: (RDP) Retirement Distributions Planner (Desktop)
By: Brentmark, Inc.
info@brentmark.com | Products: (KEA) Kugler Estate Analyzer™ (Desktop)
By: Brentmark, Inc.
info@brentmark.com | Products: (ECPL) Estate & Charitable Planner LIVE
By: Brentmark, Inc.
info@brentmark.com | Products: (RDL) Retirement Distributions LIVE
VERSION RELEASE: Brentmark Announces Release of (RDL) Retirement Distributions LIVE Version 2021.00
By: Brentmark, Inc.
info@brentmark.com | Products: (CFP) Charitable Financial Planner (Desktop)
By: Brentmark, Inc.
info@brentmark.com | Products: Estate & Charitable Planner LIVE (ECPL)
By: Brentmark, Inc.
info@brentmark.com | IRA Resources | Ed Slott and Company
RECOMMENDED READING: The New Retirement Savings Time Bomb (Pre-Order)
By: Brentmark, Inc.
info@brentmark.com | Brentmark Products
VERSION RELEASE: Estate Planning Tools (EPT) (Desktop) – Version 2021.00
By: Brentmark, Inc.
info@brentmark.com | Brentmark Products
VERSION RELEASE: Estate & Charitable Planner LIVE (ECPL) Version 2021.00
By: Brentmark, Inc.
info@brentmark.com | Brentmark Partners
WEBINAR: Brentmark x Yourefolio™ Partnership and SSO Integration
By: Brentmark, Inc.
By: Brentmark, Inc.
info@brentmark.com | Brentmark Products
FEATURE SPOTLIGHT: Estate & Charitable Planner LIVE (ECPL) – FASTPlan
By: Brentmark, Inc.
info@brentmark.com | Brentmark Products
By: Brentmark, Inc.
info@brentmark.com | Brentmark Products
FEATURE SPOTLIGHT: Estate & Charitable Planner LIVE (ECPL) – Social Security: Optimizer
By: Brentmark, Inc.
info@brentmark.com | Brentmark Products
FEATURE SPOTLIGHT: Estate Planning Tools (EPT) (Desktop) – Version 2021.00
By: Brentmark, Inc.
info@brentmark.com | Brentmark Products
FEATURE SPOTLIGHT: Estate & Charitable Planner LIVE (ECPL) – Social Security Section
TIP #100 – What Can I Do With The Brentmark Portal?
TIP #101 – How Do I Request Support From Brentmark?
TIP #102 – How Do I View Brentmark’s Upcoming Events?
TIP #103 – How Do I Get The “Download” Button To Appear In The Brentmark Portal?
TIP #104 – How Do I Manually Update My AFR &§7520 Rate Table?
TIP #105 – Where Can I Read All The Brentmark Tips and Tricks?
TIP #106 – Where Can I Find Brentmark’s Recommended Reading List?
TIP #107 – Where Can I Submit A Recommendation For Brentmark’s Recommended Reading List?
NOTE: You can review historical §7520 Rates in the Brentmark Archive.
By: Brentmark, Inc.
info@brentmark.com | Brentmark AFR Rates
AFR Rates: March 2026 AFR Rates
By: Brentmark, Inc.
info@brentmark.com | Brentmark AFR Rates
AFR Rates: January 2026 AFR Rates
By: Brentmark, Inc.
info@brentmark.com | Brentmark AFR Rates
AFR Rates: December 2025 AFR Rates
By: Brentmark, Inc.
info@brentmark.com | Brentmark AFR Rates
AFR Rates: September 2025 AFR Rates
By: Brentmark, Inc.
info@brentmark.com | Brentmark AFR Rates
AFR Rates: August 2025 AFR Rates
By: Brentmark, Inc.
info@brentmark.com | Brentmark AFR Rates
AFR Rates: July 2025 AFR Rates
By: Brentmark, Inc.
info@brentmark.com | Brentmark AFR Rates
AFR Rates: June 2025 AFR Rates
By: Brentmark, Inc.
info@brentmark.com | Brentmark AFR Rates
AFR Rates: May 2025 AFR Rates
By: Brentmark, Inc.
info@brentmark.com | Brentmark AFR Rates
AFR Rates: March 2025 AFR Rates
By: Brentmark, Inc.
info@brentmark.com | Brentmark AFR Rates
AFR Rates: February 2025 AFR Rates
By: Brentmark, Inc.
info@brentmark.com | Brentmark AFR Rates
AFR Rates: January 2025 AFR Rates
By: Brentmark, Inc.
info@brentmark.com | Brentmark AFR Rates
AFR Rates: November 2024 AFR Rates
By: Brentmark, Inc.
info@brentmark.com | Brentmark AFR Rates
AFR Rates: October 2024 AFR Rates
By: Brentmark, Inc.
info@brentmark.com | Brentmark AFR Rates
AFR Rates: September 2024 AFR Rates
* NOTE: If your program is not automatically updating the new AFR Rates, please follow the quick steps outlined in the FAQ “AFR Rate Not Updating Automatically”.
https://www.brentmark.com/wp-content/uploads/2024/08/HR.AFR-Sept-2024-Table.png
https://www.brentmark.com/wp-content/uploads/2024/08/HR.AFR-Sept-2024-Table.png
By: Brentmark, Inc.
info@brentmark.com | Brentmark AFR Rates
AFR Rates: July 2024 AFR Rates
* NOTE: If your program is not automatically updating the new AFR Rates, please follow the quick steps outlined in the FAQ “AFR Rate Not Updating Automatically”.
By: Brentmark, Inc.
info@brentmark.com | Brentmark AFR Rates
AFR Rates: June 2024 AFR Rates
* NOTE: If your program is not automatically updating the new AFR Rates, please follow the quick steps outlined in the FAQ “AFR Rate Not Updating Automatically”.
By: Brentmark, Inc.
info@brentmark.com | Brentmark AFR Rates
AFR Rates: May 2024 AFR Rates
* NOTE: If your program is not automatically updating the new AFR Rates, please follow the quick steps outlined in the FAQ “AFR Rate Not Updating Automatically”.
By: Brentmark, Inc.
info@brentmark.com | Brentmark AFR Rates
AFR Rates: April 2024 AFR Rates
* NOTE: If your program is not automatically updating the new AFR Rates, please follow the quick steps outlined in the FAQ “AFR Rate Not Updating Automatically”.
By: Brentmark, Inc.
info@brentmark.com | Brentmark AFR Rates
AFR Rates: December 2022 AFR Rates
* NOTE: If your program is not automatically updating the new AFR Rates, please follow the quick steps outlined in the FAQ “AFR Rate Not Updating Automatically”.
By: Brentmark, Inc.
info@brentmark.com | Brentmark AFR Rates
AFR Rates: November 2022 AFR Rates
* NOTE: If your program is not automatically updating the new AFR Rates, please follow the quick steps outlined in the FAQ “AFR Rate Not Updating Automatically”.
By: Brentmark, Inc.
info@brentmark.com | Brentmark AFR Rates
AFR Rates: October 2022 AFR Rates
* NOTE: If your program is not automatically updating the new AFR Rates, please follow the quick steps outlined in the FAQ “AFR Rate Not Updating Automatically”.
By: Brentmark, Inc.
info@brentmark.com | Brentmark AFR Rates
AFR Rates: September 2022 AFR Rates
* NOTE: If your program is not automatically updating the new AFR Rates, please follow the quick steps outlined in the FAQ “AFR Rate Not Updating Automatically”.
By: Brentmark, Inc.
info@brentmark.com | Brentmark AFR Rates
AFR Rates: August 2022 AFR Rates
* NOTE: If your program is not automatically updating the new AFR Rates, please follow the quick steps outlined in the FAQ “AFR Rate Not Updating Automatically”.
By: Brentmark, Inc.
info@brentmark.com | Brentmark AFR Rates
AFR Rates: July 2022 AFR Rates
* NOTE: If your program is not automatically updating the new AFR Rates, please follow the quick steps outlined in the FAQ “AFR Rate Not Updating Automatically”.
By: Brentmark, Inc.
info@brentmark.com | Brentmark AFR Rates
AFR Rates: June 2022 AFR Rates
* NOTE: If your program is not automatically updating the new AFR Rates, please follow the quick steps outlined in the FAQ “AFR Rate Not Updating Automatically”.
By: Brentmark, Inc.
info@brentmark.com | Brentmark AFR Rates
AFR Rates: April 2022 AFR Rates
* NOTE: If your program is not automatically updating the new AFR Rates, please follow the quick steps outlined in the FAQ “AFR Rate Not Updating Automatically”.
By: Brentmark, Inc.
info@brentmark.com | Brentmark AFR Rates
AFR Rates: February 2022 AFR Rates
* NOTE: If your program is not automatically updating the new AFR Rates, please follow the quick steps outlined in the FAQ “AFR Rate Not Updating Automatically”.
By: Brentmark, Inc.
info@brentmark.com | Brentmark AFR Rates
AFR Rates: January 2022 AFR Rates
* NOTE: If your program is not automatically updating the new AFR Rates, please follow the quick steps outlined in the FAQ “AFR Rate Not Updating Automatically”.
By: Brentmark, Inc.
info@brentmark.com | Brentmark AFR Rates
AFR Rates: December 2021 AFR Rates
* NOTE: If your program is not automatically updating the new AFR Rates, please follow the quick steps outlined in the FAQ “AFR Rate Not Updating Automatically”.
By: Brentmark, Inc.
info@brentmark.com | Brentmark AFR Rates
AFR Rates: November 2021 AFR Rates
* NOTE: If your program is not automatically updating the new AFR Rates, please follow the quick steps outlined in the FAQ “AFR Rate Not Updating Automatically”.
By: Brentmark, Inc.
info@brentmark.com | Brentmark AFR Rates
AFR Rates: October 2021 AFR Rates
* NOTE: If your program is not automatically updating the new AFR Rates, please follow the quick steps outlined in the FAQ “AFR Rate Not Updating Automatically”.
By: Brentmark, Inc.
info@brentmark.com | Brentmark AFR Rates
AFR Rates: September 2021 AFR Rates
* NOTE: If your program is not automatically updating the new AFR Rates, please follow the quick steps outlined in the FAQ “AFR Rate Not Updating Automatically”.
By: Brentmark, Inc.
info@brentmark.com | Brentmark AFR Rates
AFR Rates: August 2021 AFR Rates
* NOTE: If your program is not automatically updating the new AFR Rates, please follow the quick steps outlined in the FAQ “AFR Rate Not Updating Automatically”.
By: Brentmark, Inc.
info@brentmark.com | Brentmark AFR Rates
AFR Rates: June 2021 AFR Rates
* NOTE: If your program is not automatically updating the new AFR Rates, please follow the quick steps outlined in the FAQ “AFR Rate Not Updating Automatically”.
By: Brentmark, Inc.
info@brentmark.com | Brentmark AFR Rates
* NOTE: If your program is not automatically updating the new AFR Rates, please follow the quick steps outlined in the FAQ “AFR Rate Not Updating Automatically”.
By: Brentmark, Inc.
info@brentmark.com | Brentmark AFR Rates
AFR Rates: April 2021 AFR Rates
* NOTE: If your program is not automatically updating the new AFR Rates, please follow the quick steps outlined in the FAQ “AFR Rate Not Updating Automatically”.
By: Brentmark, Inc.
info@brentmark.com | Brentmark AFR Rates
AFR Rates: March 2021 AFR Rates
* NOTE: If your program is not automatically updating the new AFR Rates, please follow the quick steps outlined in the FAQ “AFR Rate Not Updating Automatically”.
By: Brentmark, Inc.
info@brentmark.com | Brentmark AFR Rates
AFR Rates: February 2021 AFR Rates
* NOTE: If your program is not automatically updating the new AFR Rates, please follow the quick steps outlined in the FAQ “AFR Rate Not Updating Automatically”.
By: Brentmark, Inc.