SMART WEALTH
MANAGEMENT AND
PROTECTION
MANAGEMENT AND
PROTECTION
Build, Grow, Protect, and Transfer Your Wealth. We help in all quadrants.
 |
||
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
-
HOT TOPIC: The SECURE Act and Your Retirement Savings
A discussion of the important provisions in the SECURE Act that could affect retirement, tax, and estate planning strategies.
-
Early Retirement and Your Tax-Deferred Savings
Find out how the rules for early-distribution penalty exceptions differ for withdrawals from traditional IRAs and employer-sponsored plans.
-
What’s Required of the Executor of an Estate?
Being named the executor of an estate can be an honor, but this overview shows why it can also be a difficult and time-consuming job.
-
Three Regrets of Retirees
More than half of retirees surveyed had retirement planning regrets. Explore the three most common mistakes and how to avoid them.
Calculators
-
Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
-
Lease Payment
How much would your monthly lease payment be?
-
Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
-
Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.