Rafe Klein David Lerner Associates

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Westport, CT
Rafe Klein David Lerner Associates

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Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Rafe Klein David Lerner Associates, Financial planner, 1221 Post Road East, Westport, CT.

Began career on the floor of the New York Stock Exchange, and has been in the investment business for over 30 years.

10/31/2026

Happy Halloween! Wishing you and your family a festive and cheerful celebration!

10/28/2026

It’s an ongoing relationship built around a simple, recurring question: has anything in your life changed since we last talked?

Treating your financial future as an ongoing conversation with your Investment Counselor, allows your plan to grow and adjust as your life does.

Learn more about what may trigger a review with your financial professional:🔍 https://bit.ly/4z0BMdn

10/25/2026

What is the Roth 5 year rule?

When you take a distribution from a Roth IRA or Roth 401(k), it is only tax and penalty free when the account has been held for five years and a qualifying event has occurred, such as such as reaching age 59½, becoming disabled, or the death of the account owner.

However, there are nuances that can confound even the most seasoned investor. Learn more about it: ⏱️ https://bit.ly/4BgczgA

10/23/2026

10/22/2026

A 401(k) or IRA account is not a purchase that gets finalized on day one. It can require periodic attention as contribution limits, income, goals, and market conditions all shift over time. Here are some things you may want to revisit before the year is out.

10/20/2026

An emergency fund can absorb a car repair or a short gap in income without disrupting the rest of a household's finances. Insurance, on the other hand, can exist for cost surprises that are too large or too prolonged for savings alone to reasonably cover.

Reviewing them together, rather than as two separate items, gives a more accurate picture of where a household is genuinely exposed in an emergency.

Explore more about creating your safety net 🔒 : https://bit.ly/4s8zPIY

10/18/2026

Starting January 1st, educators such as teachers and coaches are getting an additional tax break opportunity. If eligible, they can deduct unlimited eligible expenses for supplies used for instructional activity as an itemized deduction 🖍️📏✂️

Learn more about tax deductions for educators: 📓 https://bit.ly/3WbWXdM

10/14/2026

The 50/30/20 rule has been a staple framework for budgeting, focusing on needs, wants and savings.

Reviewing in October, right before the year's heaviest spending months, can be a valuable time to reset before the year-end. Learn more budgeting tips by clicking the link to our article in the comments.

10/12/2026

When’s the last time you checked up on your retirement plan?

10/09/2026

Address

1221 Post Road East
Westport, CT
06880

Website

https://www.davidlerner.com/team/rafe-klein

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