Anthony Izzo and Associates is a knowledgeable team of financial professionals who focuses on financial services for Physicians, College Professors, Teachers and other professionals. The key services we focus on are retirement planning, investment planning, asset allocation and distribution strategies. We are fully committed to earning your trust and developing a lifelong relationship by providing a high level of knowledge, personalized service and maintaining the highest standards of integrity and professionalism.
We hope your visit will help you understand the opportunities that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning and wealth preservation strategies. Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals. We're here to help inform you about the basic concepts of planning for your financial future. We want to help you learn more about who we are, and to give you fast, easy access to market performance and data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.
Newsletters
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What’s in Your 401(k)?
Contributing to your 401(k) can be a big step toward a more comfortable retirement, but it’s important to understand exactly what you are getting for your money.
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Making It Make Sense: The Roth 5-Year Rule
Understanding the Roth 5-year rule is essential to maintaining the tax advantaged treatment of Roth account assets.
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Medicare Open Enrollment: A Time for Choices
Each year from October 15 to December 7, Medicare offers an Open Enrollment period during which beneficiaries can review coverage options and make changes as appropriate.
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What Is Value Investing?
At the heart of a value investing strategy is viewing the purchase of stock shares as becoming a part owner of a company.
Calculators
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.