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Steven M Bumbera, CLTC
Financial Services Professional
New York Life
Contact Us
Steven M Bumbera, CLTC
Financial Services Professional
New York Life
Contact Us
Calculators
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Current Retirement Savings
Are my current retirement savings sufficient?
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Annuity Tax Advantages
What are the tax advantages of an annuity?
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Savings Goals
How much should I save to reach my goal?
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Savings in Retirement
I'm retired, how long will my savings last?
Newsletters
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IRA Strategies: After-Tax Money and the Pro-Rata Rule
The pro-rata rule determines how much of a traditional IRA distribution is taxable. Read this article to learn how the rule is applied.