Ira Bernstein: Pension Consultant
IRA BERNSTEIN welcomes you to our Web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.
We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your pension benefits. We have created this Web site to help you gain a better understanding of your choices.
We're here to help educate you about the basic terms and benefits in an easy-to-understand way. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of your retirement benefits
Newsletters
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Child Tax Credit for 2021: Will You Get More?
This article discusses substantial, temporary improvements to the child tax credit due to The American Rescue Plan Act of 2021.
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Do You Have a Tax-Smart Withdrawal Strategy?
Explore the tax treatment of different types of retirement accounts and the tax consequences of withdrawals, especially from multiple accounts.
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HOT TOPIC: The Budget and the Debt Ceiling: Round 2
Read an overview of the budget, the debt ceiling, and the potential consequences if Congress doesn’t take timely action to fund federal government operations.
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Four Things Investors Should Know About Stock Splits
If you’ve wondered what stock splits are and what effect they might have on your investment portfolio, this article covers the basics.
Calculators
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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Car Affordability
How much can you afford to pay for a car?
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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.