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PENSION CONSULTANTS | WEALTH MANAGEMENT

1115 Broadway


New York

,

NY

10010

Phone:

6463787933

Fax:

972-380-0097

E-mail:

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Neil H. Resnik, LUTCF

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.

ABOUT US | SERVICES | RESOURCES | CONTACT

HOT TOPIC: Will Tax Law Changes Impact Your Giving Strategy?

Explains how future tax rules may impact deductibility of charitable donations.

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Life Insurance in Retirement

Shows when coverage may still make sense for retirees.

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Playing Fair: New Consumer Protections for Airline Passengers

Explains new federal law and DOT rules for air-travel consumer rights.

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Convertible Bonds Straddle the Line Between Fixed Income and Potential Growth

Describes convertible bonds and their balance of stability and upside.

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Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Required Minimum Distributions

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

Savings Accumulation

Estimate the future value of your current savings.

Cost of Retirement

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

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