ParkBridge Investor Insights Newsletter (February 2024)
Jonathan I. Shenkman, AIF?
President & Chief Investment Officer at ParkBridge Wealth Management
Happy February!
Welcome to the?ParkBridge?Wealth Management monthly newsletter.
Please scroll down to find my content from the last month, including:
Questions, Comments, or looking for a financial advisor, reach out via e-mail: [email protected]
Have a great month!
Sincerely,
Jonathan
Jonathan I. Shenkman, AIF?
President | Chief?Investment?Officer
ParkBridge?Wealth Management
7600 Jericho Turnpike, Suite 302 | Woodbury, NY 11797
P: (201) 575-6275 | [email protected]
Instagram/Twitter/YouTube: @JonathanOnMoney
READ my recent articles/quotes (to read click on the link):
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Check out ALL of my past articles here: https://www.ParkBridgeWealth.com/articles
WATCH (or read) my recent webinars:
2/15/2024: “CRTs as “Stretch IRA” Substitutes” featuring Evan Unzelman, Chief Executive Officer, CRT Experts LLC hosted by Jonathan I. Shenkman, AIF? Watch Video or Read Transcript
2/1/2024: “Spousal Lifetime Access Trusts for Mass Affluent ($1-10M) taxpayers” featuring Martin M. Shenkman CPA, MBA, PFS, AEP, JD, Founder, Shenkman Law hosted by Jonathan I. Shenkman, AIF? Watch Video or Read Transcript
1/16/2024: “Securing the use of the $13 Million+ Federal Estate, Gift and GST Tax Exemptions before Sunset” featuring Jay J. Scharf, Esq., LL.M, Partner, McDermott Will & Emery LLP and John S. Kiely, Esq. LLM, Counsel, McDermott Will & Emery LLP hosted by Jonathan I. Shenkman, AIF? Watch Video or Read Transcript
1/4/2024: “Long Term Care Costs and Options at Varying Degrees of Wealth” featuring Elizabeth Forspan, Esq., Partner, Forspan Klear, LLP hosted by Jonathan I. Shenkman, AIF? Watch Video or Read Transcript
Never miss a webinar by SUBSCRIBING to my YouTube channel: https://www.youtube.com/@JonathanOnMoney
SIGN-UP for my upcoming WINTER webinars (to register click on the link):
Webinar # 5: 2/29/24 @ 8:30am “Estate Planning for U.S. Clients who own assets and/or have descendants in other countries (with a special focus on Israel)” featuring Avi Z. Kestenbaum, Esq., LLM, Partner, Meltzer, Lippe, Goldstein & Breitstone, LLP. Register here: https://us02web.zoom.us/webinar/register/WN_EnfpxzcKRPWz2awHoirFxQ
Webinar # 6: 3/14/24 @ 8:30am “Women and Wealth: Challenges and Strategies for Female Clients" featuring Jonathan I. Shenkman, AIF?, President & CIO,?ParkBridge?Wealth Management. Register here: https://us02web.zoom.us/webinar/register/WN_fvrBcnzrTpCrrSOQurIDmQ
Want to be notified of ALL my upcoming webinars? SIGN-UP for my webinar distribution list here: https://www.ParkBridgeWealth.com/webinars
Podcast: SUBSCRIBE to the “Jonathan On Money” podcast by clicking on link: Apple Podcasts, Spotify, or Listen on my website
Description: “Jonathan On Money” explores various timely topics in the field of personal finance and its intersection with Jewish life. Recent Episodes include:
Episode 43: Solving the College Tuition Puzzle
Episode 42: IN FOCUS: “Spousal Lifetime Access Trusts for Mass Affluent ($1-10M) taxpayers”
Episode 41: Is Spending Yeshiva Break In Florida Financially Prudent?
Episode 40: IN FOCUS: “Use it or Lose it - Securing the use of the $13 Million+ Federal Estate, Gift and GST Tax Exemptions before Sunset”
Partner at Lowenstein Sandler LLP
9 个月What is the appropriate withdrawal percentage if you retire at 80. If 4 percent is the benchmark for a retirement at 65 what is the percentage for a Retirment at 80?.