Sara Rabi Featured in WealthManagementFeatured: Sara Rabi | November 12, 2020
Partner Sara Rabi of Marks Paneth’s Private Client Services Group wrote an article, “401(k) or IRA? That Is the Question,” that was published by WealthManagement. The article addresses the benefits and drawbacks of leaving a 401K in a company plan or rolling it over to an IRA.
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About Sara Rabi
Sara Rabi, CPA, TEP, is a Partner at Marks Paneth LLP. She specializes in individual and fiduciary tax preparation and advisory services. She has extensive experience working with estates and trusts. Ms. Rabi is a member of the Society of Trusts and Estates Practitioner (STEP), which is a leading worldwide professional body for practitioners in the fields of trusts, estates and related issues, and is a designated Trusts and Estates Practitioner (TEP). Ms. Rabi serves... READ MORE +