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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.

Buying a Condo? Focus on the Financials

Explains special costs and financial implications of condo ownership.

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Surprise! It’s Retirement Time

Considering some important issues now could provide more options in the event of early retirement.

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Catch Up for a More Comfortable Retirement

Encourages older workers to maximize catch-up contributions.

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Look Out for Observation Care

Explains hospital observation status and its billing pitfalls.

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Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Loan Payoff

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

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Car Affordability

How much can you afford to pay for a car?

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