PENSION CONSULTANTS | WEALTH MANAGEMENT

1115 Broadway
New York, NY 10010

Phone:

6463787933

E-mail:

Ira Bernstein: Pension Consultant

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.

Shows how high-income earners can create tax-free retirement income via workplace plans.

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

The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

Describes financial burdens associated with end-of-life care and funerals.

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

How Long Will Your Funds Last?

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

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