Improving Your Retirement

Financial Guides



Financial Guides
Retirement Plan Distributions: When To Take Them
Retirement Plan Distributions: How To Take Them
Social Security Benefits: How To Get The Maximum Amount
Survivor Benefits: A Guide To This Often Overlooked Insurance Add-On
Your Pension: What You're Entitled To
Reverse Mortgages: How They Can Enhance Your Retirement
Tap Your Retirement Money Early and Minimize Penalties
Annuities: How They Work and When You Should Use Them
Roth IRAs: How They Work and How To Use Them


Frequently Asked Questions



Frequently Asked Questions
Retirement Plan Distributions: Frequently Asked Questions
Social Security Benefits: Frequently Asked Questions
Retirement Assets: Frequently Asked Questions
Annuities: Frequently Asked Questions
IRA's: Frequently Asked Questions
Traditional Vs Roth IRAs: Frequently Asked Questions


Financial Calculators



Financial Calculators
Retirement Planner
Social Security Benefits Estimator
Variable Annuity Calculator
Traditional IRA Calculator
Roth IRA Calculator
Roth IRA Transfer Evaluator
Required Minimum Distribution Calculator
Cost of Delaying Savings Calculator
Become a Millionaire Calculator


Services



Services
Our Personal Financial Planning Service


Get In Touch

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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