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
Newsletters
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Gift vs. Inheritance: Consider the Tax Difference
When deciding whether to gift assets now or transfer them to heirs at death, you need to understand step-up in basis and tax consequences.
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The Cost of Family Caregiving
A look at the financial, emotional, and physical costs of family caregiving with some helpful suggestions for caregivers.
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Do Target-Date Funds Hit the Bull’s-Eye for You?
More than half of 401(k) participants invest in target-date funds, but are they right for everyone? This article provides an overview.
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Insurance to Help Protect Your Business from Lawsuits
Some businesses are exposed to risks that may call for a specialized type of liability policy. Does your business have appropriate coverage?
Calculators
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Lease Payment
How much would your monthly lease payment be?
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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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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.