David Lerner Associates Newsroom

Featured Story

28 May 2020 -

Making a last-minute contribution to an IRA may help you reduce your 2019 tax bill. If you qualify, your traditional IRA contribution may be tax deductible. And if you had low to moderate income and meet eligibility requirements, you may also be able to claim the Savers Credit for 2019 based on your contributions to a traditional or Roth IRA. Claiming this nonrefundable tax credit may help you reduce your tax bill and give you an incentive to save for retirement. For more information, visit irs.gov

David Lerner Associates News

Investment Fraud in America

21 May 2020 -

The FTC (Federal Trade Commission) estimates that millions of Americans are victims of consumer fraud each year. Older investors are a favorite target of fraudsters who focus on investments.


Boomers Staying Connected

19 May 2020 -

The Coronavirus crisis has affected millions, but Boomers have been hit harder in more ways than one. Staying connected is more important than ever.


The COVID Effect

14 May 2020 -

The devastating impact of the coronavirus has people wondering how they are going to get through the year and what the future holds. 


Retirement Planning Information

2019 IRA Contribution Deadline Has Been Extended

28 May 2020 -

Making a last-minute contribution to an IRA may help you reduce your 2019 tax bill. If you qualify, your traditional IRA contribution may be tax deductible. And if you had low to moderate income and meet eligibility requirements, you may also be able to claim the Savers Credit for 2019 based on your contributions to a traditional or Roth IRA. Claiming this nonrefundable tax credit may help you reduce your tax bill and give you an incentive to save for retirement. For more information, visit irs.gov


Social Security and Coronavirus

11 May 2020 -

According to the SSA and the IRS, the monthly Social Security payments will continue as normal but there will be one change.


Tips for Early Retirement

30 Apr 2020 -

With all this attention on packing up your work-life early and jumping into a pre-age-65 retirement, let’s take a closer look at some of the facts, and some tips to get you there.


Women's Financial Literacy

Financial Literacy for Women

3 Apr 2019 -

Women of all ages and backgrounds struggle with the pressure to earn enough, access education, care for a family, and plan for retirement. Financial literacy guides financial decisions


Financial Literacy for Women

3 Apr 2019 -

Women of all ages and backgrounds struggle with the pressure to earn enough, access education, care for a family and plan for retirement. Making educated financial decisions is essential.


Budgeting: Men vs. Women

6 Aug 2018 -

It’s very interesting to see how men and women in America are budgeting and living across the gender gap.


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