2024 Update to Key Changes to Inherited IRA Rules: Secure Act 2.0 updates and implications make changes to RMDs and beneficiary requirements. Read More
Joe Bartelo, CPA
Joe Bartelo joined Sanderson Wealth Management as Tax and Wealth Planning Senior Adviser in 2022. While his primary focus is tax planning, he is also intimately involved in the client’s holistic, goal-oriented financial picture, including generational wealth transfers, retirement investment strategies, and family CFO services.
With his previous experience as an auditor at a large public accounting firm, Joe brings a detail-oriented approach and accountant mindset to each family’s wealth plan.