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Steven Wittenberg, JD, MBA, LLM in Tax
Director of Legacy Planning, SEI Private Wealth Management

Prior to SEI, Steven Wittenberg was a tax professional, manager and attorney for 13 years in regional and big-four accounting firms as well as a Fortune 500 tax department. Since 2010, Steven has been a licensed broker of record and partner of multiple real estate brokerages and property management firms in Pennsylvania. Steven graduated from Drexel University with dual degrees in finance and marketing. He received a Juris Doctor/Master of Laws in taxation and a Master of Business Administration from the Beasley School of Law and Fox School of Business of Temple University. He is admitted to the Pennsylvania and New Jersey bars.  Steven has held positions on the Board of the Philadelphia History Museum as Secretary, Drexel's Board of Governors and the SEI Cares board. He also serves as president of Spells Writing Lab, Inc. – a non-profit dedicated to fostering the love of creative writing in schoolchildren and is active in the Mural Arts Philadelphia and JEVS Human Services.

Phone: 610.676.3457 | Email: swittenberg@seic.com | Website: www.seic.com/privatewealth | LinkedIn: linkedin.com/in/steve-wittenberg-sei | Twitter: @SEISteveW

Tricky Divorce Issue: How to Divide 401(k)s, IRAs and Annuities
personal finance

Tricky Divorce Issue: How to Divide 401(k)s, IRAs and Annuities

The tax implications can make these assets more complicated to split in a divorce settlement.
September 1, 2020