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?
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.