April 2024
"Howard Ginsberg was Voted a Best of Long Island CPA / Accountant by the LI Press."
Ginsberg Wealth Management, LLC offers personalized wealth management strategies to help meet our clients' financial life goals.
We hope to help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this site to help you gain a better understanding of the financial concepts behind investing, insurance, retirement planning, taxes and wealth preservation. Most important, we hope you see the value of working with a skilled independent fiduciary financial advisor to pursue your plan.
We appreciate the chance to educate our clients about values-based financial life planning and to help them learn more about who we are and how we can help them.
If you have investable assets of over $250,000 and would like to discuss your financial future, please call or email our Roslyn, Long Island, New York office.
Information on our Accounting and Tax Return CPA Services is available here
Howard Ginsberg, CPA Named Top Financial Advisor for 16 Straight Years
Newsletters
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Do You Have These Key Estate Planning Documents?
This article provides an overview of four estate planning documents that almost everyone should have: a durable power of attorney, a medical directive, a will, and a letter of instruction.
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Coming in 2024: New 529 Plan-to-Roth IRA Rollover Option
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
Calculators
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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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 73.
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.