Quest Capital & Risk Management

Quest Capital & Risk Management Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Quest Capital & Risk Management, Financial planner, 23 Bellemeade Avenue, Smithtown, NY.

Retirement Planning, Ed Slott Master Elite IRA Advisor, Coordinators of Income, Investment and Tax Planning, Accredited Investment Fiduciary (AIF), Chartered Financial Consultant, (CHFC), Best-Selling Authors

https://www.incomeforlifebook.com/roth-conversion-whitepaper
07/26/2022

https://www.incomeforlifebook.com/roth-conversion-whitepaper

Although Roth conversions generate immediate taxation, federal tax rates are historically low and may not stay that way for long. Download your free whitepaper, A Consumer’s Guide to Partial Roth Conversions, to find out if this is the right move for you this year.

Approaching Retirement? Here are 9 Issues You Should Consider Before Retiring.
07/18/2022

Approaching Retirement? Here are 9 Issues You Should Consider Before Retiring.

As your life shifts from the accumulation phase to the distribution phase in retirement, how you approach your personal finances will need to change a

I don't think taxes are going down so I did something about it. I educated myself!Download https://www.incomeforlifeboo...
07/05/2022

I don't think taxes are going down so I did something about it. I educated myself!

Download https://www.incomeforlifebook.com/roth-conversion-whitepaper (Free) What is a Partial Roth Conversion and Why You Should Consider it Right NOW

Although Roth conversions generate immediate taxation, federal tax rates are historically low and may not stay that way for long. Download your free whitepaper, A Consumer’s Guide to Partial Roth Conversions, to find out if this is the right move for you this year.

Time to Retire?How do I know if I have enough money to retire?Download the FREE Retirement Ready Starter Pack to begin y...
07/05/2022

Time to Retire?
How do I know if I have enough money to retire?
Download the FREE Retirement Ready Starter Pack to begin your planning for a successful retirement today!

Download Your Starter Pack We believe that knowledge is power. We seek to provide the basic education that can drive out fear and enable individuals to move toward the future with greater confidence because they are more prepared. It is also easier to make smarter choices about your finances when yo...

Have you thought about your withdrawal strategy to create income in retirement? Read our most recent article featured i...
04/20/2022

Have you thought about your withdrawal strategy to create income in retirement? Read our most recent article featured in Retirement Daily on TheStreet .com

The Right Advice for Tax Efficient Income in Retirement S. Joseph DiSalvo & Marie L. Madarasz | March 22, 2022 Share | As Featured in:Given the recent volatility of the financial markets associated with geopolitical tensions, rising inflation, and the pandemic, people approaching retirement need ext...

This educational workshop at the SAYVILLE LIBRARY is designed to inform retirees on how they can plan ahead, as taxes ma...
04/13/2022

This educational workshop at the SAYVILLE LIBRARY is designed to inform retirees on how they can plan ahead, as taxes may end up being your biggest expense in retirement if you don't play your cards right. Whose tax plan do you want; your own tax plan, or the government's tax plan? You will learn:
Why tax planning is so important in retirement
How to save between 9.07%-25% on your IRA withdrawals
The three numbers every retiree needs to know post COVID-19
Registration is required and seating is limited. Register Here: https://www.sayvillelibrary.org/events/ticking-tax-time-bomb-your-ira?fbclid=IwAR0pgbMeN8KiJOgLZMFPpJJ3lYKBgHHcmk9mOXwm_5RghvmPX1BKAzpiAQs

Register for this educational workshop to discuss the ticking time bomb that sits in your retirement accounts and learn how you can plan now to prevent whiplash when that bomb goes off!

Is a Partial Roth Conversion right for you? This may be the perfect year to pull the trigger. Are you over 55? Would you...
04/13/2022

Is a Partial Roth Conversion right for you? This may be the perfect year to pull the trigger. Are you over 55? Would you like to learn how to reduce your taxes? Join us for our next webinar coming up on Thursday April 21st at 6:30pm. We will be sharing our consumer’s guide to Roth conversions and arming you with all the information you need to determine if it’s the right move for you.

Save your digital seat at the following link -

Have you been considering partial Roth Conversions but are not sure why you should do them and/or how best to do them?

Are you looking for the right advice on how to replace your paycheck in Retirement?Read our most recent article on TheSt...
03/31/2022

Are you looking for the right advice on how to replace your paycheck in Retirement?
Read our most recent article on TheStreet's Retirement Daily:
"The Right Advice for Creating Tax-Efficient Income in Retirement
There's a lot of advice out there, but here's the best. You don't want to miss out on this."

There's a lot of advice out there, but here's the best.

Educational Workshop at the Locust Valley Library!Tuesday, April 5th at 6:30 pm in the MNA Community Room.Learn about th...
03/30/2022

Educational Workshop at the Locust Valley Library!
Tuesday, April 5th at 6:30 pm in the MNA Community Room.
Learn about the ticking time bomb that sits in your
retirement accounts and how you can plan now to
prevent whiplash when that bomb goes off! Join us
for this in-person course where we
will be speaking about why tax planning is so
important in retirement and teach you how to save
between 9-25% on your IRA withdrawals.
Seating is limited. Register Here:

Event List

Address

23 Bellemeade Avenue
Smithtown, NY
11787

Opening Hours

Monday 9am - 5:30pm
Tuesday 9am - 5:30pm
Wednesday 9am - 5:30pm
Thursday 9am - 5:30pm
Friday 9am - 4pm

Telephone

+16317243933

Website

https://www.questcapitalmanagement.com/

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