Podell Financial Group

Podell Financial Group Providing quality financial strategies, and offers insurance and financial services, and employee benefits to business and individuals.

Podell FInancial Group specializes in unique and specific tax-strategies for business owners and the self-employed. We create and manage these financial plans for successful companies using tax-advantaged plan designs to get large deductions. While working with our client's tax advisor we have been able to position them in an enhanced financial position. The result of our work, allows our clients

to hold onto more of their company's profits. To learn more about our approach and services, please visit our website at PodellFinancialGroup.com.

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David Podell is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of DC, FL, NJ, NY & TX. No insurance business may be conducted outside these states referenced. David Podell is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency. In this regard, this communication is strictly intended for individuals residing in the states of CA, CO, FL NJ, NY & VA. No offers may be made or accepted from any resident outside the specific states referenced.

^David Podell is also separately registered as an investment adviser representative under Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the states of CA, CO, FL, GA, KY, NJ, NY & VA. As such, these services are strictly intended for individuals residing in the specific states referenced. Podell Financial Group,LLC is not owned or operated by NYLIFE Securities LLC, or its affiliates. Neither Podell Financial Group, LLC, its employees nor NYLIFE Securities LLC or its subsidiaries render tax, legal or accounting advice. Please consult your professional advisors regarding your particular situation.

17280 N Outer 40 Rd # 200
Chesterfield, MO 63005
(636) 449-3800

Here's what's new with 401(k) plans this year
02/08/2022

Here's what's new with 401(k) plans this year

There are a few things you may notice that are different with your 401(k) plan, two of which address workers' interest in having guaranteed retirement income.

Student Loans Could Be Fully Tax Deductible If This Happens
10/25/2021

Student Loans Could Be Fully Tax Deductible If This Happens

A game changer for your student loans.

IRS provides guidance on tax relief for deductions for food or beverages from restaurants
10/05/2021

IRS provides guidance on tax relief for deductions for food or beverages from restaurants

IR-2021-79, April 8, 2021 — The Treasury Department and the Internal Revenue Service today issued Notice 2021-25 providing guidance under the Taxpayer Certainty and Disaster Relief Act of 2020.

Richest American Have Tax Loophole...
09/09/2021

Richest American Have Tax Loophole...

A strategy called private placement life insurance is a loophole that one policy expert says is ‘entirely legal, easy to exploit, and politically very hard to close.’

The very rich already have a plan to escape Biden's tax increase...
09/08/2021

The very rich already have a plan to escape Biden's tax increase...

Many on Wall Street think they’ve found just the thing to hide from a tax hike.

When does it make sense for a trust to own your life insurance policy?
08/31/2021

When does it make sense for a trust to own your life insurance policy?

Holding insurance in an Irrevocable Life Insurance Trust could reduce estate taxes for your family.

Strategies to Deal with Potential Capital Gains Tax Increases | Kiplinger
08/23/2021

Strategies to Deal with Potential Capital Gains Tax Increases | Kiplinger

Higher possible tax rates and changes in estate tax law may mean making these adjustments for your personal situation could be a good idea.

The Habits of Highly Productive People
08/18/2021

The Habits of Highly Productive People

These are the top habits observed by the most highly productive people. Improve your time management skills and make the most of your day by following our productivity checklist.

Harvard researchers have cracked the 3 secrets to a good life
08/16/2021

Harvard researchers have cracked the 3 secrets to a good life

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Deciding between a traditional or a Roth 401(k)? Here's what to consider
08/12/2021

Deciding between a traditional or a Roth 401(k)? Here's what to consider

When saving for retirement, investing in either a traditional 401(k) or a Roth 401(k) is a smart idea. But they aren't exactly the same.

Here's who would benefit from proposed changes to 401(k) 'catch-up' contribution
08/10/2021

Here's who would benefit from proposed changes to 401(k) 'catch-up' contribution

Under a provision included in both Senate and House retirement bills, so-called "catch-up contributions" would be expanded.

Here's How You Should Use the 5 Most Important Minutes of Every Day
08/02/2021

Here's How You Should Use the 5 Most Important Minutes of Every Day

Renowned neuroscientist Josh Davis explains decision points and why they matter.

Address

271 US Highway 46
Fairfield, NJ
07004

Telephone

+19732278001

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