Jeff Rogers, Financial Services Professional with Nylife Securities LLC

05/22/2025

Trusts and annuities can be a complex but powerful combo. A trust can own an annuity, but it’s not always simple. Tax rules vary, and the structure matters. At New York Life, we’re committed to making annuities easier for you. Need a guide for when a trust could make sense for you? Talk to me, I’ve got one.

05/22/2025

Rules for Required Minimum Distributions (RMDs) just got friendlier. Based on new changes to SECURE 2.0 Act some clients can now use annuity income to offset other RMDs distributions from other non-annuitized qualified retirement accounts. New York Life is here to help make annuity conversations easier. Let’s connect to see if this strategy makes sense for you.

05/22/2025

Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!

05/20/2025

Watching your grandkids grow up is a grandparent's greatest joy, but being able to help them become who they want to be is one of the greatest gifts you can give. Learn how a 529 college savings plan and supplemental funding from a whole life insurance policy can help you give the next generation a gift they'll always cherish.

Give the gift of education by starting college funds for your grandchildren with help from New York Life. Secure their future with life insurance or a 529 plan.

05/19/2025

High school graduates this year could take on $40,000 in student loan debt to obtain their bachelor's degree.

High school graduates this year could take on $40,000 in student loan debt to obtain their bachelor's degree, according to this data analysis.

05/16/2025

Raising an athlete is no small feat—you're investing time, energy, and money to help them chase their dreams. But while you're supporting their goals, don't lose sight of your own. Check out these quick tips from New York Life to help you manage costs and stay on track with your own financial goals.
Want help building a game plan that supports both your child and your financial goals? Let’s connect.
https://nyl.co/43f8Orq

04/29/2025

Some of the most in-demand side hustles require ZERO advanced tech skills—just practical know-how and a willingness to start. Whether you want to boost your income, explore entrepreneurship, or build something bigger, there are plenty of opportunities using skills you already have.
Check out this article on easy, high-demand digital side hustles:
Need help with your financial strategy? Let’s connect!
Article is provided for informational purposes only. Readers are encouraged to consult with a qualified career advisor, HR professional, legal expert, or relevant specialist before making decisions related to employment.
https://bit.ly/3GwLRsb

04/15/2025

Surprisingly, nearly half of Americans 50+ with credit card debt are using it just to cover essentials like food, housing, and healthcare. With debt on the rise, it’s a growing concern.
This article from AARP breaks down the seniors with credit card debt:
If you have questions about managing debt or planning for retirement, I’m here to help—let’s talk!
https://fxn.ws/4lwcQnF