Jennifer Ostberg, CFP®

Associate Director—Wealth Strategies

10 Years at AB
12 Years of experience

Jennifer R. Ostberg is an Associate Director with Bernstein’s Wealth Strategies group and is based in the firm’s Boston office. She works closely with high-net-worth clients and their professional advisors on a variety of complex planning issues, including pre-transaction planning, multigenerational wealth transfer, philanthropy, retirement planning, and asset allocation. Jennifer joined the firm in 2009 as a private client associate in the Los Angeles office. She relocated to the Boston office and began working with the Wealth Strategies group in 2014. Prior to joining Bernstein, she was a corporate actions analyst at Investors Bank and Trust. Jennifer earned her BS degree in finance and marketing from Syracuse University in 2006, and is a member of the Greater Boston Chamber of Commerce and the College Club of Boston. She is a CERTIFIED FINANCIAL PLANNER™ professional.

Two Charitable Vehicles That Go Hand in Hand
Will the SECURE Act Disrupt Planning for Retirement Assets?
Should You Leave Your Retirement Accounts in a Trust?

Should You Leave Your Retirement Accounts in a Trust?

by Robert Dietz, Jennifer Ostberg
Retirement plan assets are becoming an ever-increasing portion of household wealth—nearly 28% of total US net worth is held in IRAs or other retirement vehicles.* These assets—reaching over $27 trillion at the end of 2018*—are complicating basic estate planning as individuals struggle with how best to structure them to minimize taxes for beneficiaries. At the heart of the discussion is deciding if they should be left in a trust or to individual beneficiaries.

Wealth Planning


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Last Call to Set Up a Donor-Advised Fund in 2016
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