David S. Sennett
Independent IRA Consultant
David S. Sennett is an independent IRA consultant in Creve Coeur, Missouri. For over a decade, he dealt with IRA issues as a risk manager for Wachovia and Wells Fargo Banks.
David S.’s Recent activity
The newly created non-required distribution period may negatively impact a trust’s current income beneficiary’s entitlement to all the trust’s net income.
Revised Section 409 of the Uniform Principal and Income Act creates a seismic shift in fiduciary accounting.