Andre Han, Partner with New York Life

03/31/2022

A new IRS rule will allow retirees leaving the workforce at age 59 ½ to take out more money each year without incurring a 10% tax penalty on each withdrawal. Learn more about the new rule in this article.

Those younger than 59½ can now withdraw more from IRAs, 401(k)s or other qualified retirement accounts without a 10% early withdrawal penalty. It’s all because the IRS changed how to calculate Substantially Equal Periodic Payments. But beware of the risks.

03/30/2022

These six New York Life agents share their inspiring stories of living their American Dream as financial professionals who serve multicultural families, communities, and business owners. If you are interested in pursuing your dream career, let’s talk. https://bcove.video/3A28vkZ

03/29/2022

Saving for college can be hard, but there are supplemental strategies you can use to help you get there. Let's talk about how I can help you meet your college savings goals.

Did you know a whole life insurance policy can be used as a college savings fund? Learn from New York Life how you can start saving for college with whole life.

03/28/2022

These three steps will make preparing your taxes easier and save you time every tax season.

There are essentially three easy steps when preparing your taxes: Getting key documents in a file, identifying ways to save and doing the return.

03/27/2022

Did you know there’s still time for you to contribute to your traditional or Roth IRA until April 15, 2022? Here’s how you can take advantage of the extra contribution time to set yourself up for financial success.

Thinking about maxing out a Roth IRA? You have extra time this year! Here’s what to consider.

03/26/2022

If you didn’t receive a third stimulus payment or got less than you expected, you may be entitled to stimulus money when you file your 2021 tax return. Find out why in this article.

If you didn't get a third stimulus check last year – or you didn't get the full amount – you may be able to cash in when you file your tax return this year.

03/25/2022

These three steps can help you define how important each financial goal is to you and how much money you want to put aside for them.

Investors who set financial goals tend to see them in the very distant future, but some need to be addressed in the short-term

03/24/2022

Retirement plan “leakage” is when 401(k) fees are too high. If you and your fellow employees are faced with high retirement plan fees, here’s how you can tell your employer how to improve your plan.

When retirement plan experts talk about “leakage,” they are not talking about boats.

03/23/2022

With student loan payments set to restart May 1, 2022, take these steps to prepare for the restart of payments and save money on your student loans.

Student loan payments for federal student loans are expected to restart on May 1, 2022.

03/22/2022

Finding the right bank account isn’t as simple as selecting one that offers the highest annual percentage yield, but you’ll know you’ve found the best account for you if you have some of these positive experiences.

Choosing the right bank account might not mean just looking at interest rates and fees. Find out what you need to consider.

03/21/2022

If you’re exploring career options right now, that’s a smart move. Here are tips from career coaches on being strategic with your job search, preparing for negotiations, and asking for what you want.

Exploring your career options right now is a smart move; here's how to be strategic with your job search, prepare for negotiations and ask for what you want.

03/20/2022

Marcos Barrientos discusses how he is achieving his American Dream as a New York Life agent, building on his roots in Mexico, and making a positive impact on his local community. If you are interested in pursuing your dream career, let’s talk. https://bcove.video/2Q6LpXC