Financial Planning

Frequently Asked Questions



Frequently Asked Questions
Developing a Financial Plan: Frequently Asked Questions
Investment Options: Frequently Asked Questions
Annuities: Frequently Asked Questions
Bonds: Frequently Asked Questions
Mutual Funds: Frequently Asked Questions
Stocks: Frequently Asked Questions
Saving For College: Frequently Asked Questions
Retirement Assets: Frequently Asked Questions
Retirement Plan Distributions: Frequently Asked Questions
IRAs: Frequently Asked Questions
Traditional Vs Roth IRAs: Frequently Asked Questions
Social Security Benefits: Frequently Asked Questions
Wills: Frequently Asked Questions


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At 4D Tax and Financial Planning, LLC., we've been serving the accounting needs of New York, NY and the surrounding areas for years. If you need help managing any aspect of your home or business's finances, we want to hear from you.

Please fill out this form and let us know how we can be of service. We will happily offer you a FREE initial consultation to determine how we can best serve you.

Thank you for visiting. We look forward to working together!

4D Tax and Financial Planning, LLC.

14 Wall Street, 20th Floor,
New York, NY 10005
T: 917.755.0516
F: (201) 535-2350
E: jlee@4D-nyc.com

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