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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.

Have You Set a Retirement Savings Goal?

Guides readers through estimating a realistic retirement savings target.

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Investing with Market Cap in Mind

Shows how combining small-, mid- and large-cap funds enhances diversification.

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Important Tax Breaks for Pass-Through Businesses

Explains potential 20 % QBI deductions and qualified property benefits for pass-through entities.

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Look Out for Observation Care

Explains hospital observation status and its billing pitfalls.

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Credit Card Debt

How Long Will It Take to Pay my Balance?

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Federal Income Tax

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

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