Kevin Deutsch, Financial Services Professional with Nylife Securities LLC

01/31/2024

Starting this year, unused funds in 529 education savings plans can be converted into a Roth IRA, but you’ll need to know the fine print of the process. Here are the details on converting and what else you need to know.

Here are the details on converting a 529 plan to a Roth IRA.

01/29/2024

Tax diversifying strategies can help retirees during economic volatility by offering protection from inflation and market downturns. Learn more, in this article.

Retirees face unprecedented economic volatility, making it more critical to consider tax-free investment options for their retirement savings.

03/31/2023

Do you know that inheriting assets can be more tax-efficient for loved ones than receiving gifts? Familiarize yourself.
https://www.eaglestrategies.com/public_files/Planning-Essentials-A-Step-Up-in-Basis-and-Why-it-Matters-in-Estate-Planning-Eagle-Final1.pdf

03/29/2023

If you have a child, grandchild, or other loved one whose future you wish to support, help them with education costs. Start planning today.
https://www.eaglestrategies.com/public_files/Marketing-Minute-Education-Funding_-_final.pdf

03/27/2023

There’s a chance that U.S. housing market demand, which was in free fall mode during the second half of 2022, has bounced back. Learn more in this article.

The seasonally adjusted Mortgage Purchase Application Index just rose 24.7%.

03/24/2023

The use of outdated vocational listings makes it difficult to qualify for disability benefits through the Social Security Administration. A recent Washington Post article reveals how the Social Security Administration uses a list of jobs that was last updated in 1977 to decide if a person is still able to work today. Read the full article here:

Despite spending at least $250 million to modernize its system, Social Security still relies on 45-year-old job titles to deny thousands of disability claims.

03/22/2023

New retirement legislation pushes the age that retirees must start taking RMDs from IRAs, 401(k)s, and 403(b) plans to 73 this year, up from 72. Here’s how this may affect your retirement savings.

The age that retirees must start taking required minimum distributions, or RMDs, from IRAs, 401(k)s, and 403(b) plans, is 73 this year.

03/20/2023

Interest rate forecast shouldn’t be a significant factor in your annuity-buying decision. Instead, you should focus on its ability to create guaranteed lifetime income. Here’s why.

The relationship between annuities and interest rates often is misunderstood, leading to less-than-optimum decisions.

03/17/2023

Interested in joining the small business world right out of college? Here are seven tips to jumpstart your entrepreneurial ambitions.

Want to start a small business right out of college? Here are a few tips.

03/15/2023

Paying for college can be hard for many young families no matter what state the economy is in. If you're looking for a little help, read these strategies and let's talk.

Trying to figure out how to pay for college? These long- and short-term strategies from New York Life will help you secure funds for a college education.

03/13/2023

Are you eager to file your 2022 tax returns? If you made $73,000 or less last year, you could use the IRS’s Free file program to file your return as early as January 13.

If you're an early bird when it comes to filing your tax return, there's good news from the IRS.

03/10/2023

According to the latest Wealth Watch survey, Gen Xers reported the highest levels of anxiety and the lowest levels of hope regarding their finances when compared with other generations. Read the full report here and let’s come up with a strategy for you.

New York Life's latest Wealth Watch survey reveals Gen Xers are the most worried about their financial health.