Sterling Financial Planning Inc

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Investment Securities, Financial Planning Consultants, Investment Advisory Service

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Today: 9:00 am - 5:00 pm

Tomorrow: Closed

(973) 729-1234Call Visit WebsiteVisit Website Map & DirectionsDirections60 Blue Heron RdSparta, NJ 07871 Write a ReviewWrite Review

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Regular Hours

Mon - Fri:	9:00 am - 5:00 pm
Sat - Sun	Closed

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Over 86 years of Combined Financial Planning Experience

General Info: Over 86 years of Combined Financial Planning Experience Sterling Financial Planning Inc., located in Sparta, New Jersey provides customized financial planning to meet individual clients needs. Serving residents of Sussex County and surrounding areas, the company has garnered a reputation for superb customer service and highly experienced Advisors. The services provided by the company are ideal for individuals seeking a long-term relationship with caring professionals who offer personalized and comprehensive financial planning services. Services include: Financial Planning: -Retirement Planning -Lump Sum Distribution -Tax & Estate Planning Investment Planning: -Custom Portfolio Design -Assets Management We provide financial peace of mind through prudent wealth management planning. Call us for a consultation!
Email: Email Business
Payment method: amex, cash, discover, master card, visa
Other Link: http://www.sterlingadvice.com
Categories: Investment Securities, Financial Planning Consultants, Investment Advisory Service, Wedding Planning & Consultants

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Phone: (973) 729-1234

Address: 60 Blue Heron Rd, Sparta, NJ 07871

Website: http://www.sterlingadvice.com

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Sterling Financial Planning Inc

Tax Planning
Income tax brackets are also uncertain. Income tax planning includes watching Washington and acting strategically before and after the November 2022 election results are decided. With the long-term federal, as a percentage of gross domestic product, expected to soar in the next decade, pressure is building for a tax-rate increase.
Estate Taxes
Tax Services
Roth IRA
IRAs are more important than ever in creating a strategic financial plan because that is where Americans save for retirement. After retiring, assets in 401(k) accounts can be managed by you in IRAs. For income tax purposes, they are treated the same as 401(k), 403(b) and other federally-qualified retirement accounts. They grow tax-free only until you withdraw money and withdrawals are taxed at your ordinary income tax rate. However, Roth IRAs are totally tax-free. Even withdrawals are tax-free. Converting a 401(k) to an IRA, converting a traditional IRA to a Roth IRA, and planning how your IRA accounts will be distributed to loved ones or charity upon your demise requires understanding the federal laws on qualified retirement accounts and knowledge of financial economics. The tax advantage of Roth IRAs must be calculated based on your current income, life expectancy, and other factors, and individuals must weight the cost of paying taxes on withdrawal from a traditional IRA or 401(k) to place assets in a Roth IRA and get tax-free income for life as well as estate tax benefits to heirs.
Income Tax

Investment Management
We have made important contributions to serving the public and the profession. Our principals are past presidents and chairs of the board of the state Financial Planning Association (FPA) and its predecessors; one of our principals served as the president and chair of the national board of the FPA, received the national and New Jersey Heart of Financial Planning award, and testified before the U.S Senate Committee on Aging regarding financial abuse to our seniors. Members of the firm possess the Certified Financial Planner™ or Chartered Financial Analyst™ designations; possess a Ph.D. in economics; and serve on numerous national, state, and local committees in areas regarding financial planning and investment management.
Mutual Funds
Wealth Management
Slick TV ads often make financial planning and wealth management sound simple, but itâ€™s usually not. Managing wealth requires knowing a lot about highly technical topics, like taxes, government regulations, and finance as well as history, psychology and how to communicate with loved ones about sensitive issues. This article highlights some of the knowledge needed to manage wealth and why itâ€™s often so daunting without the help of an independent personal financial advisor who is familiar with your situation.

Accounting Services

Financial Planning
Sterling Financial Planning, Inc. (â€œSterlingâ€ ), an affiliate of Sterling Financial Group, Inc., is an SEC registered investment adviser located in Sparta, New Jersey. Sterling and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers by those states in which Sterling maintains clients. Sterling may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Sterlingâ€™s web site is limited to the dissemination of general information pertaining to its investment advisory services. Accordingly, the publication of the Sterlingâ€™s web site on the Internet should not be construed by any consumer and/or prospective client as Sterlingâ€™s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Sterling with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Sterling, please contact the SEC or the state securities law administrators for those states in which Sterling maintains a notice filing. A copy of Sterlingâ€™s current written disclosure statement discussing Sterlingâ€™s business operations, services, and fees is available from Sterling upon written request.
Retirement Planning

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