Market Watch

February 06, 2012 @ 12:53 PM

Nasdaq Composite 2,902.28- 3.38
S&P 500 1,343.08- 1.82
S&P Mid-Cap 400 971.41+ 0.16
10 Year Treasury Note 1.91- 0.04

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AXA Advisors

Ilyas Akbar

Welcome to my web site.

As a financial professional for AXA Advisors, LLC, I assist individuals and businesses in the development and implementation of strategies to help meet their long-term financial objectives.

I obtained my Bachelor's Degree in Accounting at Syracuse University and hold a professional designation as a Certified Public Accountant (CPA).*  Prior to joining AXA Advisors I was in public accounting with KPMG LLP.

My educational background, and professional experience has driven me to use a systematic approach in working with my clients to determine their financial goals and investment objectives. The next step is to create a strategy to address these goals and objectives. Then as a registered representative of AXA Advisors, LLC, I will recommend the appropriate products and services to execute the strategy. My goal is to empower my clients with the information they require to make sound financial decisions.

In my spare time I like to travel, exercise, and spend time with my family. In addition I mentor two high school students, and serve on the advisory board of the Empowered Mentee Family, a not-for-profit organization.

Take a moment to browse through some of the features of my web site, which includes helpful financial calculators and newsletters on a variety of topics.

Thank you for visiting my web site and I look forward to working with you in the near future.

 

*I do not provide accountancy services in my role as a financial professional with AXA Advisors.

Newsletters

Rising Popularity of Roth IRA as Retirement Vehicle

Investment in the Roth IRA has been growing dramatically. Fueling the growth of this popular investment vehicle are tax-free distributions in retirement and no mandatory withdrawals due to age. Compare the trade-offs of Roth IRAs with traditional IRAs, including eligibility limitations, annual contribution limits, and withdrawal considerations.

Federal Estate Tax Is Much Lower — For Now

The federal estate tax was repealed in 2010, then reinstated by the 2010 Tax Relief Act with new provisions for 2011 and 2012. This article discusses the temporary provisions, the options for estates of 2010 decedents, and potential changes in future years that could subject many more estates to the federal estate tax than under current law.

Tracking the Rise of Target-Date Funds

Investments in target-date funds have grown during the last decade. They are often the default choice in employer-sponsored retirement plans and viewed favorably by some investors for their helpful approach to asset allocation. This article explains the advantages and disadvantages of these funds and cautions potential investors about several common misconceptions.

The Financial State of the States

Many state and local governments have struggled with lower tax receipts and large budget deficits — during and after the recession. This article offers a closer look at the financial pressures facing the states and how the methods used to address budget shortfalls could ultimately serve as a drag on the national economy.

More Newsletters →

Calculators

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

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.

More Calculators →

Contact Info

Phone: (212) 541-1819

ilyas.akbar @axa-advisors.com

Local Office | Branch Office


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