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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.

Tips to Help Preserve Your Inheritance

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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HOT TOPIC: AI Expectations Underpin the Economic Outlook for 2026

This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

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How Savers and Spenders Can Meet in the Middle

Offers tips to couples with opposite financial styles for finding balance.

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QLACs: Your Retirement Accounts Can Act Like Pensions

Shows how qualified longevity annuity contracts create lifetime income.

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Savings Goals

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

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Disability Income Insurance

How much Disability Income Insurance do you need?

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

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