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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

Taxing Social Security Benefits: Clearing the Confusion

The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.

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Wealthy Colleges Face Expanded Endowment Tax

A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.

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Strategies for Smarter Giving

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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Test Your Knowledge of Estate Planning

Taking this quiz may help increase understanding of estate planning.

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IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Disability Income Insurance

How much Disability Income Insurance do you need?

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

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