Working Hours
Mon – Fri : 8:00-5:00

Resources

Recently, we have had numerous clients ask about a new type of individual retirement account conversion called a “Mega Backdoor Roth IRA”. Although this provision has been around for several years now, more attention has been brought to it since it was specifically targeted for elimination by the “Build Back Better Act”, which passed the...
Read More
If you own an Individual Retirement Account (IRA), perhaps you have heard about Roth IRA conversions. Converting some (or all) of your accumulated IRAs to a Roth IRA might be a sound financial move, depending on your situation. First, understand this article is for informational purposes only; it is not a replacement for sitting down with...
Read More
One of the several changes the IRS has made in the last few years concerning IRAs is a new Required Minimum Distribution table. Calculating your mandatory distributions once you turn 72 requires the same steps as before. You must add up all your Traditional IRAs, and then divide that amount by the distribution period to...
Read More
Take a look at the many types of retirement plans available in today’s market. Retirement Accounts you Should ConsiderDownload
Read More
Three overlooked benefits of working with a financial advisor. The Benefits of a Financial AdvisorDownload
Read More
Make things easier for the people you love. Why you need an estate plan nowDownload  
Read More
 FEATURED IN THIS ISSUE: 1. A 2022 Guide to Key Dates for Retirees  2. Boost Your Retirement Savings for 2022  3. How to Balance Saving for Retirement and Your Kids’ Education  4. Nearing Retirement? Ditch ‘Hidden’ 401(k) Fees  Newsletter SteinbrennerDownload
Read More
10 documents you need to put your affairs in order. All Estate Planning DocumentDownload
Read More

Call to Get Started Today

Our financial professionals, acting as fiduciaries, create investment programs that best fit your financial needs, both now and in the future.  Working with Steinbrenner Financial Group gives you the opportunity to enjoy your retirement instead of worrying about what the future brings.