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.
Newsletters
-
Understanding Life Insurance
Life insurance can help replace much-needed income after the death of a provider. With the wide variety of policies available, it’s important to understand the basic types of coverage.
-
How a Family Limited Partnership Can Power an Estate Plan
A family limited partnership is a legal agreement that enables business owners and their heirs to address succession, estate, and tax planning needs, all at once.
-
Bear Market Emotions: Strategy vs. Reaction
Staying disciplined in building a well-constructed portfolio over time can help carry investors through the market’s rough spots.
Calculators
-
Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
-
Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
-
Savings Accumulation
Estimate the future value of your current savings.