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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How Well Do You Understand Retirement Plan Rules?
From IRAs to 401(k)s, qualified retirement plans can be complex. This short quiz tests readers’ knowledge of a few of the finer points.
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HOT TOPIC: Revisiting the 4% Rule
For years, the “4% rule” helped retirees make their savings last, but now a more aggressive withdrawal strategy might be the new norm.
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Investing in UITs
A Unit Investment Trust is structured differently than a mutual fund or ETF. Could its unique features help you ladder your investments?
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Your Business: New Rules for Writing Off Restaurant Meals
The December 2020 stimulus bill lets businesses deduct the full cost of restaurant meals in tax years 2021 and 2022. Get the details.
Calculators
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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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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.