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PAUL KATZ , AEP®, CLU®, ChFC®, MSFS

66 OLD WELL ROAD


PURCHASE

,

NY

10577

Phone:

914 582 6166

Fax:

972-380-0097

E-mail:

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Flipbooks

You can review interesting Flipbooks on my site.

Contact Us

Please feel free to contact us with any questions.

Calculators

You can review interesting calculators on my site.

Flipbooks 2

You can review interesting Flipbooks on my site.

Contact Us 2

Please feel free to contact us with any questions.

Calculators 2

You can review interesting calculators on my site. 

Flipbooks 3

You can review interesting Flipbooks on my site.

Contact Us 3

Please feel free to contact us with any questions.

Calculators 3

You can review interesting calculators on my site.

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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Shows when coverage may still make sense for retirees.

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Explains special costs and financial implications of condo ownership.

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Discusses prospects of shorter workweeks aided by technology.

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

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

This calculator is designed to help you attach a dollar figure to your life’s work.

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck