The Roth 5-Year Rule: Making It Make Sense
Learn about the nuances of the Roth-5 Year Rule for even the most seasoned investor.
October 22, 2026
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Hi, I’m Gerard.
Let's talk about your financial future.
Gerard Crean
Senior Vice President
I can help you with:
- Distribution & Income-Oriented Strategies
- Retirement Planning
- Annuity and Life Insurance Reviews
- 401(k) Rollovers and IRAs
- Tax-Efficient Strategies
- College Savings Plans
- Personalized Service and Complimentary Consultations
Recent Articles
David Lerner Associates Donates to NCPD Officer through the L.I Police Crisis Fund
The firm recently gave $2,500 to Nassau County Police Officer Rob Dones, who lost his wife to colon cancer this past summer through the Long Island Police Crisis Fund.
October 21, 2026
Review Investments & Retirement: What to Check Before Year-End
Retirement accounts may need regular check-ins as contribution limits, income, and goals change. Review your investment planning in the last stretch of 2026.
October 20, 2026
Insurance & Emergency Funds: Closing the Gaps Before Year-End
Insurance and emergency savings can help protect households from costly surprises. Review them together to identify how long savings could realistically last.
October 16, 2026
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