Retirement Planning and Resources

IRA EXPERT ED SLOTT VIDEO ON INCOME ANNUITY

Ed Slott, CPA, seminar, titled “Cut Your Taxes – Now and Into the Future”, shares strategies you can use before year-end to save on taxes now, and over your lifetime.

 

 

 

 

WHAT HAPPENS WHEN EVERYDAY IS SATURDAY

The great thing about retirement is you have nothing but free time. Every day is Saturday! Will your retirement income be able to keep up with all those Saturdays? Check out this short video to see how I can help!

 

 

 

 

FIXED DEFFERED ANNUITY

The good news is, you have choices. While no one can predict where the market will take us, New York Life has strategies that can help your retirement money grow no matter what. Guaranteed.*

Check out this quick video to learn a bit about an option that provides guaranteed growth, despite what’s happening in the markets.

 

 

 

 

GUARANTEED INCOME ANNUITY

While no one has the answers for how long our “new normal” will last, one thing remains certain for retirees: the need for steady retirement income is greater than ever. In a world where there are few financial assurances, New York Life has a long history of providing retirement income solutions that you can count on, no matter what.

Here is a brief video to share a snapshot with you of a solution that I think fits your unique needs.

 

 

* All guarantees are based on the claims paying ability of the issuer.

 

VARIABLE ANNUITY

While the markets have kept us all on our toes – if not the edge of our seats – the need to create a financial future with some assurances remains.

Here is a quick video on a solution I think you’ll find compelling. For retirement investors who are looking for growth opportunities and like to be in the market but are concerned about market volatility, there are options.


 

 

 

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