Market Watch

May 22, 2012 @ 05:26 AM

Dow Jones Industrials 12,504.48+ 135.10
Nasdaq Composite 2,847.21+ 68.42
S&P 500 1,315.99+ 20.77

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Michael Berz
New York, NY


Your Life...   Your Way.   Plan It.  Live It.

I can help make it happen…

Michael G. Berz is a Financial Consultant with AXA Advisors, LLC located in the Midtown, Manhattan Office.  Michael works closely with his clients to implement and monitor suitable financial planning strategies for the accumulation, preservation, and perpetuation of wealth.  He helps many wealthy families and businesses manage the various aspects of their financial lives.  Over the years he has built a competent team with a range of skills who are committed to building long-term relationships based upon trust and confidentiality. 

Michael’s core competencies lie in the following areas:

  • Retirement Planning (IRA's, 401(k) Rollovers, & other Retirement Instruments)
  • Asset Management
  • Estate Planning Strategies
  • Risk Management (Life, Disability, Health & Long-term Care Insurance)
  • Group Benefits (Health, Disability, Life, & Retirement)
  • College Funding (529 Plans, UGMA's, UTMA's, etc.)

He holds a Bachelor of Science in Financial Economics from Binghamton University.  He Maintains the Series 7, 63, and 65 FINRA securities registrations, as well as Life & Health Insurance Licenses. 

Newsletters

Favorable Dividend and Capital Gains Tax Rates Extended—for Now

The 2010 Tax Relief Act extended the 15% maximum tax rates on qualified dividends and long-term capital gains through December 31, 2012. But without further legislation, dividends will be taxed at ordinary income tax rates and capital gains tax rates will return to 20% (23.8% for investors in the two highest tax brackets) in 2013.

Designating Retirement Plan Beneficiaries

IRAs and defined-contribution plans have become an important component of personal wealth for households. Designating account beneficiaries and keeping the designations current can be a complex — but important — process to perform on a regular basis as certain life events and tax situations can necessitate a change.

Retaining MVPs with Executive Bonus Life Insurance

An economic recovery is likely to bring more job opportunities to top performers, but it could prove costly for businesses to replace productive employees who decide to leave. An executive bonus plan funded with cash-value life insurance can be used to reward and retain an organization's most valuable employees.

Rising Popularity of Roth IRA as Retirement Vehicle

Investment in the Roth IRA has been growing dramatically. Fueling the growth of this popular investment vehicle are tax-free distributions in retirement and no mandatory withdrawals due to age. Compare the trade-offs of Roth IRAs with traditional IRAs, including eligibility limitations, annual contribution limits, and withdrawal considerations.

More Newsletters →

Calculators

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Risk Tolerance

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