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PENSION CONSULTANTS | WEALTH MANAGEMENT

1115 Broadway
New York, NY 10010

Phone:

6463787933

E-mail:

Ira Bernstein: Pension Consultant

Smiling man with glasses

YOUR JOURNEY STARTS HERE
 

We can help you bridge the gap from where you are to where you want to be.
 

IRA BERNSTEIN has partnered with:
 

Diana M. Curran, CFP® - please visit her website: DianaCurran.net for more information and to schedule a consultation.

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ABOUT US | SERVICES | RESOURCES | CONTACT

Life Insurance for Two

Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

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Two Tax-Friendly Retirement Plans for the Self-Employed

Describes retirement plan options that help self-employed workers save on taxes.

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A Roadmap for Your Family

A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.

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Avoiding Probate with a TOD Deed and TOD Account

Shows how transfer-on-death designations help avoid probate costs.

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Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

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