30 Two Bridges Road, Suite 320
Fairfield
,NJ
07004
Phone:
973-439-6040
Fax:
973-882-7565
Jeffrey Gaier, JD,CFP®, CLTC®
Jeffrey Gaier is an attorney, CERTIFIED FINANCIAL PLANNER® professional and Family Office Director. Since 1983, Jeff has provided financial services, primarily in the areas of estate conservation and philanthropy for individuals and family offices, while counseling business entities on retirement plan design and executive compensation.
Previously, Jeff served as Trust and Estate Manager/Senior Vice President with Merrill Lynch Trust Company, based at the firm's world headquarters in New York. Prior to joining Merrill Lynch, Jeff practiced in the Wealth Planning Strategies Group for Bankers Trust Private Banking, also in New York.
Earlier in his career, Jeff was trained as a tax attorney with the Personal Financial Services Group at Coopers & Lybrand, LLP (now PricewaterhouseCoopers). Jeff also served as law clerk to the Honorable Joseph C. Small of the Tax Court of New Jersey.
These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.