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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.

​

ABOUT US | SERVICES | RESOURCES | CONTACT

Don't Take the Bait: Top Tax Scams in 2025

As tax filing season approaches, the IRS warns taxpayers to watch for scams that can cause identity theft, financial loss, or criminal penalties.

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New and Improved Tax Treatment for Qualified Small Business Stock

The One Big Beautiful Bill Act of 2025 made the tax advantages of founding and investing in certain types of small businesses even more generous.

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Balancing Life in the Sandwich Generation

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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HOT TOPIC: The Shutdown is Over: What Now?

The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.

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Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Loan Payoff

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

Disability Income Insurance

How much Disability Income Insurance do you need?

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

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