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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Stretch IRA Alternatives
The 2019 SECURE Act effectively eliminated the stretch IRA. Explore three alternatives to help preserve wealth and pass it to beneficiaries.
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Bear Market Emotions: Strategy vs. Reaction
Staying disciplined in building a well-constructed portfolio over time can help carry investors through the market’s rough spots.
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Retirement Savings in a Volatile Market
Emotional reactions can be an enemy of sound investing. This article offers perspective and strategies that may help investors stay the course.
Calculators
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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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.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.