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Community Corner

Free Financial Education Seminar

Topic: Taking Control of Your Retirement Assets

Speaker:  Mike Downey

Investment Product Specialist, New York Life Insurance Company

Find out what's happening in Manasquan-Belmarwith free, real-time updates from Patch.

Registered Representative of NYLIFE Distributors LLC (Member FINRA/SIPC), a Licensed Insurance Agency.

To RSVP, please contact:

Find out what's happening in Manasquan-Belmarwith free, real-time updates from Patch.

Susan H. Tritsch, Agent

New York Life Insurance Company

(732) 403-6392 OR shtritsch@ft.newyorklife.com

8 Reasons Why an IRA Rollover is Something You Should Consider


Whether you are

changing jobs or retiring, how you manage your retirement plan distribution can have a huge impact on your retirement. Taxes and penalties may take a large

bite out of your distribution if you are not careful.  Do you have enough information to make the
right decisions?

This workshop is
designed to help you:




      

Understand the
rollover distribution options available to you



       

Review the
advantages and disadvantages of each option


        

Provide you
with additional factors to consider


     

Discuss the
impact of current taxes and penalties

The distribution option you ultimately decide to
choose is entirely up to you, but unnecessary delay may limit your choices. 

 

This seminar is provided
as a resource for information only. Neither New York Life Insurance Company, New York Life Investment
Management LLC, their affiliates, nor their representatives provide legal, tax,
or accounting advice.  You are urged to
consult your own legal and tax advisors for advice before implementing any
plan.

MainStay Investments®
is a registered service mark and name under which New York Life Investment
Management LLC does business.  MainStay

Investments, an indirect subsidiary of New York Life Insurance Company, New

York, NY 10010, provides investment advisory products and services.  















Securities



distributed by NYLIFE Distributors LLC, 169 Lackawanna Avenue, Parsippany, NJ



07054.  NYLIFE Securities LLC and NYLIFE



Distributors LLC are wholly owned subsidiaries, and New York Life Investment



Management LLC is an indirect subsidiary of New York Life Insurance Company.

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