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PAUL KATZ , AEP®, CLU®, ChFC®, MSFS

66 OLD WELL ROAD


PURCHASE

,

NY

10577

Phone:

914 582 6166

E-mail:

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  • Linkedin

Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

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Summarizes new 401(k) features introduced under the SECURE 2.0 Act.

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Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

How much Disability Income Insurance do you need?

Will you be able to afford nursing home care?

How Long Will It Take to Pay my Balance?

Compare the potential future value of tax-deferred investments to that of taxable investments.

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