IRS Circular 230 Disclosure
Any tax discussion contained in this communication was not intended or written to be used, and cannot be used by the recipient or any other person, for the purpose of avoiding any Internal Revenue Code penalties that may be imposed on such person. Any tax discussion contained in this communication was written to support the promotion or marketing of the transactions or matter discussed herein. Any taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
Stephanie A. Banister is the Managing Member of ERISA Wise, LLC. Her area of expertise focuses on mitigating fiduciary responsibilities and retirement readiness. Her deep experience as a fiduciary involving many complex cases has resulted in a strong success record.
Ms. Banister is an Enrolled Retirement Plan Agent and an Enrolled Agent who is allowed to practice before the Internal Revenue Service. Ms. Banister is also a Qualified Pension Administrator as designated by the American Society of Pension Professionals & Actuaries. With over a decade of experience working in the pension industry, Ms. Banister’s efforts have been documented in The Wall Street Journal, Forbes Magazine, and Kiplinger’s Personal Finance Magazine. Ms. Banister deeply believes that everyone should have the opportunity to retire in dignity, and not despair.