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Latest News2021-10-19T11:46:19-04:00

Brentmark, Inc. | News  BRENTMARK NEWS

Denise Appleby

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

Denise Appleby

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

Denise Appleby

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.

Denise Appleby

by: Denise Appleby, CISP, CRC, CRPS, CRSP, APA

help@applebyconsultinginc.com   |  https://applebyconsultinginc.com

ARTICLE: 2021 Is The Last Opportunity To Override 5-Year Rule and Stretch Distributions For 401(k)s Inherited In 2019.

Denise Appleby

by: Denise Appleby, CISP, CRC, CRPS, CRSP, APA

help@applebyconsultinginc.com   |  https://applebyconsultinginc.com

BRENTMARK IRA DIGEST: May – June 2021 – The 5 Key Facts of the New 10-Year Rule for IRA Beneficiaries under the SECURE Act.

Julie Jason

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.

Denise Appleby

by: Denise Appleby, CISP, CRC, CRPS, CRSP, APA

help@applebyconsultinginc.com   |  https://applebyconsultinginc.com

ARTICLE: Five Key SECURE Act 2.0 Provisions

Denise Appleby

by: Denise Appleby, CISP, CRC, CRPS, CRSP, APA

help@applebyconsultinginc.com   |  https://applebyconsultinginc.com

BRENTMARK IRA DIGEST: Mar-Apr 2021 – IRA Successor Beneficiary Options Under SECURE Act: A Case Study

James Lange, CPA

by: James Lange, Attorney, and CPA

jim@paytaxeslater.com   |  https://www.paytaxeslater.com

ARTICLE: Who Gets What–Tax Savvy Way to Give to Charity

Bruce Steiner | Attorney, Kleinberg, Kaplan, Wolff & Cohen P.C.

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

Denise Appleby

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

SML | Planning Minute Podcast

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

Ultimate IRA Guide: A Compilation of IRA Guides 2021 | PDF DOWNLOAD

 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. **

Nicole Maholtz

by: Nicole Maholtz, President & CEO | Brentmark, Inc.

803.781.9595  |  nicole@brentmark.com   |  https://www.brentmark.com

Brentmark 2021 IRA Fact Sheet

Denise Appleby

by: Denise Appleby, CISP, CRC, CRPS, CRSP, APA

help@applebyconsultinginc.com   |  https://applebyconsultinginc.com

ARTICLE: Brentmark-Nov- Dec 2020 IRA Digest-for Professionals

James Lange

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

Denise Appleby

by: Denise Appleby, CISP, CRC, CRPS, CRSP, APA

help@applebyconsultinginc.com   |  https://applebyconsultinginc.com

ARTICLE: The IRA Digest – New Guidance Expands Eligibility for Non-RMD Rollovers. Action Must Be Taken by August 31, 2020, to Avoid Unnecessary Taxes!

Denise Appleby

by: Denise Appleby, CISP, CRC, CRPS, CRSP, APA

help@applebyconsultinginc.com   |  https://applebyconsultinginc.com

ARTICLE: The IRA Digest -3 Essential 2020 Beneficiary Moves That Protect 2019 IRA Beneficiaries from SECURE Act Limitations

William F. Rainaldi, CFP® Regional Vice President Security Mutual Life NY

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

Julie Jason

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

Denise Appleby

by: Denise Appleby CISP, CRC, CRPS, CRSP, APA

help@applebyconsultinginc.com   |  https://applebyconsultinginc.com

ARTICLE: 4 Savvy Roth Conversion Tips

Denise Appleby

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

Nicole Maholtz

by: Nicole Maholtz, President & CEO | Brentmark, Inc.

803.781.9595  |  nicole@brentmark.com   |  https://www.brentmark.com

ARTICLE: 2019 IRA Plan Limits

Denise Appleby

by: Denise Appleby, CISP, CRC, CRPS, CRSP, APA

help@applebyconsultinginc.com   |  https://applebyconsultinginc.com

ARTICLE: How The Backdoor Roth IRA Contribution Works

Brentmark Press Release

By: Brentmark, Inc.

info@brentmark.com  |

PRESS RELEASE:  Brentmark Named In ThinkAdvisors Luminaries of 2021

Brentmark Press Release

By: Brentmark, Inc.

info@brentmark.com  |

PRESS RELEASE: CFO TechOutlook Names Brentmark In Top 10 FinTech Solution Providers of 2021

Brentmark, Inc. | Product Release or Update

By: Brentmark, Inc.

info@brentmark.com  |  Products: (RPA) Retirement Plan Analyzer (Desktop)

VERSION RELEASE: Brentmark Announces Release of (RPA) Retirement Plan Analyzer (Desktop) Version 2021.00

Brentmark, Inc. | Product Release or Update

By: Brentmark, Inc.

info@brentmark.com  |  Products: (RDP) Retirement Distributions Planner (Desktop)

VERSION RELEASE: Brentmark Announces Release of (RDP) Retirement Distributions Planner (Desktop) Version 2021.00

Brentmark, Inc. | Product Release or Update

By: Brentmark, Inc.

info@brentmark.com  |  Products: (KEA) Kugler Estate Analyzer™ (Desktop)

VERSION RELEASE: Brentmark Announces Release of (KEA) Kugler Estate Analyzer™ (Desktop) Version 2021.00

Brentmark, Inc. | Product Release or Update

By: Brentmark, Inc.

info@brentmark.com  |  Products: (ECPL) Estate & Charitable Planner LIVE

VERSION RELEASE: Brentmark Announces Release of (ECPL) Estate & Charitable Planner LIVE Version 2021.11

Brentmark, Inc. | Product Release or Update

By: Brentmark, Inc.

info@brentmark.com  |  Products: (RDL) Retirement Distributions LIVE

VERSION RELEASE: Brentmark Announces Release of (RDL) Retirement Distributions LIVE Version 2021.00

Brentmark, Inc. | Product Release or Update

By: Brentmark, Inc.

info@brentmark.com  |  Products: (CFP) Charitable Financial Planner (Desktop)

VERSION RELEASE: Brentmark Announces Release of (CFP) Charitable Financial Planner (Desktop) Version 2021.00

Brentmark, Inc. | Product Release or Update

By: Brentmark, Inc.

info@brentmark.com  |  Products: Estate & Charitable Planner LIVE (ECPL)

FEATURE RELEASE: Brentmark Announces Release of FASTPlan Model In Estate & Charitable Planner LIVE (ECPL)

Brentmark, Inc. | Recommended Reading

By: Brentmark, Inc.

info@brentmark.com  |  IRA Resources | Ed Slott and Company

RECOMMENDED READING: The New Retirement Savings Time Bomb (Pre-Order)

Product Release or Update

By: Brentmark, Inc.

info@brentmark.com  |  Brentmark Products

VERSION RELEASE: Estate Planning Tools (EPT) (Desktop) –  Version 2021.00

Product Release or Update

By: Brentmark, Inc.

info@brentmark.com  |  Brentmark Products

VERSION RELEASE: Estate & Charitable Planner LIVE (ECPL) Version 2021.00

Brentmark Webinar

By: Brentmark, Inc.

info@brentmark.com  |  Brentmark Partners

WEBINAR: Brentmark x Yourefolio™ Partnership and SSO Integration

Brentmark Press Release

By: Brentmark, Inc.

info@brentmark.com  |  Brentmark Partners

PRESS RELEASE: Brentmark Partners With Yourefolio™

NOTE:  You can review historical §7520 Rates in the Brentmark Archive.

Brentmark, Inc. | AFR Rates

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”.

Brentmark, Inc. | AFR Rates

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”.

Brentmark, Inc. | AFR Rates

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”.

Brentmark, Inc. | AFR Rates

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”.

Brentmark, Inc. | AFR Rates

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”.

Brentmark, Inc. | AFR Rates

By: Brentmark, Inc.

info@brentmark.com  |  Brentmark AFR Rates

AFR Rates: May 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”.

Brentmark, Inc. | AFR Rates

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”.

Brentmark, Inc. | AFR Rates

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”.

Brentmark, Inc. | AFR Rates

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”.

Brentmark, Inc. | AFR Rates

By: Brentmark, Inc.

info@brentmark.com  |  Brentmark AFR Rates

AFR Rates: January 2021 AFR Rates