How Financial Professionals Are Compensated
Read this overview to learn how financial advisors are compensated.
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IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
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Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
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Investments
You’ve made investments your whole life. Work with us to help make the most of them.
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David M. Kopyc, CRPC®
President
518-580-1194
David M. Kopyc has helped high net worth individuals, successful professionals, business owners, and retirees meet their immediate and long-term financial goals. He focuses on tax reduction strategies, wealth accumulation and...
Retire Your Way
No matter how you picture retirement, we'll tailor a strategy suited to your goals.