Lighthouse Planning Group
Investing for Future Generations

2920 Avenue L Brooklyn, NY 11210

Phone:

718-252-2224

Fax:

212-656-1616

E-mail:

gabriel.epstein@lighthouseplanninggroup.com

Calculators

You can review interesting calculators on my site.
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Flipbooks

You can review interesting Flipbooks on my site.
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Videos

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Newsletters

HOT TOPIC: GameStop, Reddit, and Market Mania: What Happened?

Learn the story behind the extreme volatility of “meme” stocks promoted through social media, including the risk for individual investors.

Working While Receiving Social Security Benefits

Do you understand the Social Security retirement earnings test and how it may affect your current and future Social Security benefits?

Take Advantage of Deductions for Business Investments

A look at bonus depreciation and Section 179, plus CARES Act changes that may benefit companies that reconfigured spaces for safety reasons.

Investing in UITs

A Unit Investment Trust is structured differently than a mutual fund or ETF. Could its unique features help you ladder your investments?

More Newsletters

Calculators

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Savings Accumulation

Estimate the future value of your current savings.

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Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS.
Investor Disclosures: https://bit.ly/KF-Disclosures

Lighthouse Planning, LLC is a member firm of PartnersFinancial, a platform of NFP Insurance Services, Inc. (NFPISI), which is an affiliate of Kestra IS and Kestra AS. Lighthouse Planning, LLC is not affiliated with Kestra IS, Kestra AS, or NFPISI.

This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For additional information, please contact our Compliance department at 512-697-6000..

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Check the background of this financial professional on FINRA's BrokerCheck

Lighthouse Planning GroupInvesting for Future Generations

Investing for Future Generations

Phone:

Fax:

E-mail:

Calculators

Flipbooks

Videos

Welcome!

Lighthouse Planning Group
Investing for Future Generations