Tam Nguyen, Licensed Agent with New York Life Insurance Company

09/28/2023

This article shares how to convert your IRA to a Roth IRA, and the conversion rules you need to know before making the change.

The Roth IRA is one of the best retirement savings tools. But not everyone can contribute to one directly. That’s where a Roth IRA conversion comes in.

09/26/2023

Did you know that in 2024 you will be able to roll over excess 529 funds into a Roth IRA? Learn more about this strategy as you plan for your child’s education.
https://www.eaglestrategies.com/public_files/Fact_Sheet_-_Roll_Over_529_Into_IRA_-_Eagle_-_Final.pdf

09/23/2023

Do you know the difference between the “face value” and “cash value” of a life insurance policy? No, it’s not a trick question—and if you are in the market for life insurance, it’s important to know what both terms mean and how they affect your coverage.

The face value of a life insurance policy is the amount your beneficiaries receive.

09/20/2023

How much life insurance do you really need? It really depends on a number of different factors. This video from New York Life Insurance Company will help guide you to find the right amount of protection to meet your specific goals. If you have any questions about life insurance, your financial goals, and how it might all fit together, please feel free to contact me. https://bcove.video/44f8dp8

09/15/2023

With so many types of life insurance options available, it may all seem a bit confusing. It doesn’t have to be. This video from New York Life Insurance Company does a great job explaining the two basic types of life insurance available, how they work, and how one may be right for you. If you have additional questions about life insurance that may fit in with your needs, please feel free to contact me. https://bcove.video/3D2sIsU

09/10/2023

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.

09/08/2023

This article highlights the pros and cons of whole life insurance, how it works, and how to decide if it’s right for you.

Bankrate explains what whole life insurance is and how it works.

09/03/2023

If protecting your family’s future is important to you, make sure you have enough life insurance. This video from New York Life Insurance Company shows you 5 ways that life insurance gives your family the financial security they deserve. If you have questions about the importance of life insurance for your family, please feel free to contact me. https://bcove.video/3PKghcW

09/01/2023

Saving for retirement while saving for your child's education isn't impossible—it just may take a little creativity. For instance, did you know you can use Uniform Gifts to Minors Act (UGMA) or Uniform Transfers to Minors Act (UTMA) accounts to help pay for college? Click here for more tips and reach out if you want to chat.

Learn to save for a child's college education while funding your retirement with these savings vehicles.

08/30/2023

529 plans are a great way to save for your child's education, but did you know you don't have to choose your own state's plan? Learn more about the benefits of 529 plans, and feel free to raise your hand if you have any questions. I'm here to help.

Watch your college fund grow tax-deferred and be distributed income tax-free with a state-sponsored 529 College Savings Plan from New York Life today!

10/01/2022

If you don’t have life insurance yet, now is the time to get it. Click here to learn about the different options available. If you still have questions, that's what we're here for.

If you're interested in buying term life insurance, but not sure how it works, check out our term life guide to learn about policy and coverage.

10/01/2022

When it comes to paying for your child's education, thinking outside the box can be a smart idea. Learn how adding whole life insurance to your savings strategy can give you the help you need to start them off on the right foot.