Chris Nelson, Licensed Agent with New York Life Insurance Co

06/15/2023

The Importance of Buy-Sell Agreements
A buy-sell agreement is a powerful planning tool that can ensure a smooth transition of your business and help secure your family's finances after you're no longer around. A buy-sell also can outline the terms of succession among the remaining business partners, so that everything is settled in advance. Learn more in this article from Rimon, PC estate planning attorney Patricia Annino and then let’s make sure you are set up to protect both your business and your family’s future. https://bit.ly/3Na9RRp

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06/12/2023

Todd Taylor, Head of Retail Annuities at New York Life, shares why annuities can be a valuable addition to your retirement strategy, regardless of market and economic conditions.

About This EpisodeLast year, 2022, saw record annuity sales across several categories. Now, nearly halfway through 2023, many of the same macro-economic fact...

06/08/2023

In times of uncertainty, having someone you can trust makes all the difference. Secure your financial future with peace of mind, knowing your death benefit, cash value growth, and level premiums are backed by 178 years of being there when we're needed most.

With whole life insurance from New York Life, you're guaranteed lifetime protection with savings. Discover how much it has to offer you and your family today!

06/01/2023

Learn what per stirpes is, how it works, and the pros and cons of using it as an estate planning method in your will or trust.

Per stirpes in a will or trust specifies that if your beneficiary dies before you do, their share of your estate is divided equally among their descendants.

06/01/2023

Mark your calendars for the 2023 Advisor Symposium on Wednesday, November 8, from 2:00 – 5:00 p.m. Eastern. This educational program is tailored for accountants, practicing attorneys, and financial professionals whose clients utilize advance business and estate planning strategies. Watch this video to see this year’s lineup of presenters and topics. https://bit.ly/42i6qOb

05/29/2023

Want to learn why a long-term care solution should be a part of your financial strategy? Click here to read this article. https://bit.ly/43rs5oF

05/29/2023

On , we honor and remember the brave men and women who gave their lives in service to our country. We are forever grateful for their sacrifice and the freedoms they have secured for us.

05/22/2023

Forbes ranked the fiscal strength of colleges and universities across the nation. Learn what the numbers revealed, in this article.

Lingering Covid stimulus money, and rising stocks in 2021, gave a temporary financial boost to scores of zombie private colleges. Some of the weakest colleges have embarked on desperate strategic pivots but few will likely succeed.

05/18/2023

This article explores what happens when a Roth IRA owner passes away, and what inheritors must do to avoid penalties.

Considering that Roth IRA withdrawals are not taxable neither to the Roth IRA owner nor to the Roth IRA beneficiary, you may think it odd that an excise tax (penalty) applies if someone who inherits a Roth fails to take his RMDs.

05/08/2023

No matter what your financial goals are, now is the time to start mapping out a plan. Use these 12 tips as a guide to achieve financial fitness.
https://www.eaglestrategies.com/public_files/Financial_Planning_Tips_-_FINAL.pdf

05/04/2023

I'm proud to be part of an organization that is helping to develop the professional skills and business acumen of young people through the New York Life Foundation's three-year, $750,000 grant to Virtual Enterprises International's VE-Junior Ventures Program. https://bit.ly/428r7No

05/01/2023

Tax professionals are seeing more taxpayers dealing with estate and trust taxes. This article highlights what you need to know about trust, the two types of trust, and trustees tax filing obligations.

The number of income tax returns for estates and trusts (Form 1041) increased by 14.9% to 3.24 million in 2021 from 2.82 million in 2020.