Ben Siewert

Financial Advisor

Ben Siewert joined International Planning Alliance in November 2019 after a 12-year career as an audit and accounting professional with KPMG, The Siegfried Group and JP Morgan Chase. He holds his CPA as well as his Bachelor of Science in Accounting from Penn State University.

Siewert focuses his practice on working with families, as well as fellow mid-career professionals. He enjoys explaining financial concepts and decisions to his clients using the athletic principles he has learned over the course of 30 years as an amateur athlete. Every athlete works with a coach to enhance their strengths and improve their weaknesses — finances deserve the same care.

Investment strategies

Pension maximization: Mitigating spousal benefit risk with insurance

In a third alternative to an often vexing choice, the pension holder obtains enough life insurance to elect the single life pension at retirement.

By Ben Siewert

March 4