Roderick Carr, Registered Representative with NYLIFE Securities LLC

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Roderick Carr, Registered Representative with NYLIFE Securities LLC I am a Financial Services Professional offering securities products and services through NYLIFE Securities LLC. Suite 520 Boise, ID 83702 (208) 344-4746.

I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies . Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. 205 N. 10th St. I am not licensed in all jurisdictions. My California Insurance license number is 0I81379. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

The way retirement income is taxed can change depending on when assets are accessed and which accounts are used for inco...
10/12/2026

The way retirement income is taxed can change depending on when assets are accessed and which accounts are used for income. Understanding these dynamics may help support more informed decisions over time.

If you'd like to discuss how taxes could affect your retirement income strategy, let’s schedule some time to talk.

Learn about Medicaid and other programs that may provide benefits or financial assistance to eligible caregivers in this...
10/07/2026

Learn about Medicaid and other programs that may provide benefits or financial assistance to eligible caregivers in this week’s Wealth Wise column, including resources that may help with the financial demands of caregiving.

You don't necessarily have to quit your job to care for an aging parent, but the financial rules can be complicated.

Looking for a little more certainty with your money?Check out this guaranteed interest rate. Contact me today!
10/05/2026

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

Conventional rules don't count savings, lack of debt or credit score as much as a monthly income. But there are alternat...
10/05/2026

Conventional rules don't count savings, lack of debt or credit score as much as a monthly income. But there are alternative routes you can take.

Tax planning can play an important role in retirement. In some cases, a Roth conversion may create additional flexibilit...
10/01/2026

Tax planning can play an important role in retirement. In some cases, a Roth conversion may create additional flexibility by helping manage when and how retirement income is taxed. However, Roth conversions also involve important tax considerations that should be carefully evaluated.

If you'd like to explore whether a Roth conversion strategy could make sense for your situation, let's connect.

Life insurance is key for small business owners.
09/14/2026

Life insurance is key for small business owners.

Address

205 N. 10th Street Suite 520
Boise, ID
83702

Telephone

+12083444746

Website

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