SMART WEALTH
MANAGEMENT AND
PROTECTION
MANAGEMENT AND
PROTECTION
Build, Grow, Protect, and Transfer Your Wealth. We help in all quadrants.
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Offices in Manalapan, New Jersey, Staten Island, and New York City
Integrated Wealth Solutions, LLC
195 Route 9 South - Suite 204
Manalapan, NJ 07726
425 Madison Avenue - Suite 902
New York, NY 10017
Toll Free: (844) 442-6468
Manalapan, NJ 07726
425 Madison Avenue - Suite 902
New York, NY 10017
Toll Free: (844) 442-6468
Phone:
- (732) 972-6700
E-mail:
Newsletters
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Key Retirement and Tax Numbers for 2021
IRS cost-of-living adjustments affect retirement plan contribution limits and certain tax considerations. Explore these 2021 adjustments.
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Following the Inflation Debate
See how measures economists and Fed policymakers use to monitor inflation fuel the debate over how long 2021’s price increases will last.
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A Map for Your Family
A letter of instruction could be just as important as a will to help loved ones settle an estate. Do you know what information to include?
Calculators
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.