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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.

HOT TOPIC: Moody’s Downgraded U.S. Debt — Does It Matter?

Reviews the downgrade from Aaa to Aa1 and possible market effects.

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Peer-to-Peer Payments Are Popular, but Be Careful

Outlines best practices for safe peer-to-peer payment app transactions.

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HOT TOPIC: What’s in the New Tax Legislation?

Provides an overview of key provisions in the new "One Big Beautiful Bill Act."

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Cash Balance Plans Help Some Business Owners Supersize Retirement Savings

These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

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Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

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