The MBK Beat
Mark B. Kostrzewski has been a lifelong resident of Western New York. He attended Canisius High School, a Jesuit College Preparatory School in Buffalo, New York, and graduated in 1970. He attended Cornell University in Ithaca, New York, graduating in 1974 Cum Laude with a bachelor’s degree. Mark is a member of several financial industry associations including The Advanced Association of Life Underwriters (AALU,) Society of Financial Service Providers (FSP,) and Estate Analysts of Western New York. Mark has also been active in the community serving on corporate and charitable boards and is currently involved with the Buffalo Scholastic Rowing Association, and is the Chairman of the redevelopment of the Lafayette Avenue Presbyterian Church in heart of the Elmwood Village in Buffalo, NY. Mark decided to start a podcast to share his knowledge and experiences in financial planning. He is an expert in his field and wants you to understand the benefits of controlling your financial portfolio. Contact Mark at 716-288-5153 and learn how you can take control of your finances the smart way. Visit https://mbkinc.co/ to learn more about our services.
The MBK Beat
Ep. 2 - 3 Reasons Why You Should Convert Your IRA for 2021
•
Mark B. Kostrzewski
•
Episode 2
Better understanding what you can be doing with your income and life insurance plan is our goal. Whatever we can do to help you better understand where your money is going, and what you could be doing to better set up yourself for retirement, and your family and future. One of our strategies in 2020 concerns what’s known as converting an IRA into an overfunded Index Universal Life Insurance Policy. Here are a few reasons why someone may consider.
Mark is an experienced professional with years of experience creating customized packages to help add value with tax efficient planning. If you want to learn more, just reach out via mbkinc.co or call 716-288-5153. We look forward to working with you!