Isakov Planning Group

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Investment Advisory Service, Annuities & Retirement Insurance Plans, Financial Planners

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15 Years

in Business

(212) 300-6895Call

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Map & DirectionsDirections757 3rd Ave 20th FlNew York, NY 10017 Write a ReviewWrite Review

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Email: Email Business
Extra Phones: TollFree: (800) 930-4799
Payment method: discover, amex, visa, debit, master card
Neighborhoods: Midtown East, Midtown Manhattan, Turtle Bay
Categories: Investment Advisory Service, Annuities & Retirement Insurance Plans, Financial Planners, Financial Planning Consultants, Financial Services, Investment Management, Mutual Funds, Retirement Planning Services

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Phone: (212) 300-6895

Address: 757 3rd Ave 20th Fl, New York, NY 10017

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Isakov Planning Group

Tax Planning
Estate Taxes
Roth IRA
What’s the best way to convince young people to invest for their retirement now? With stark, plain numbers that speak for themselves! If you invest $6,000 (today’s annual maximum) in a Roth IRA each year for 30 years, the account would grow to a whopping $1.4 million. This figure is variable, of course, but is based on the historical 30-year performance of the S&P 500 (10%-12% annual growth). The best part is, your contributions would only total $180,000, and the rest—$1.2 million—would be tax-free growth. Did I also mention that withdrawals from the account (contributions or accumulated savings) are not taxable? Now think of how the savings will build for a married couple over a long period of time. This is a great way to persuade millennials that the time to consider a Roth IRA is today.

Mutual Funds
This is not an uncommon situation. People setting up their retirement account through an employer usually choose from a set of prespecified options, and these may include a broad range of mutual funds that invest in a huge array of equities and bonds. If you don’t closely read the plan’s paperwork, funds’ prospectus, and performance charts, you can lose track of where the contributions to your retirement account actually go. And if you do read all the paperwork and documentation provided, it’s easy to get lost in the details.
Wealth Management

Financial Planning
We have been serving our clients since 2008. Our owner, Eugene Kuntorovsky, has more than 15 years’ experience in the financial planning field. Isakov Planning Group is an independent firm, meaning that we are not required to meet client quotas or have any alliance with a single investment, insurance, or other provider. Our allegiance is to the fiduciary standards, and that means our obligation is to each client and no one else.
Retirement Planning
Annuities
Long Term Care
Isakov Planning Group’s financial experts are well-versed in many types of insurance products for individuals, business executives, and companies. We offer a full spectrum of AAA-rated life insurance products (including term, universal, and whole-life plans), disability, group medical, long-term care, and other types of insurance policies. The IPG team is unbiased and not affiliated with any one life insurance company.

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