Youssef Bayomi, Financial Services Professional with Nylife Securities LLC

07/27/2023

Retirement income from 401(k), pensions, and Social Security is generally taxable but there are notable caveats for Social Security and Roth IRA accounts. Here is what you need to know.

Retirement income from tax-deferred 401(k)s or Traditional IRAs is taxable, as is pension, annuity & Social Security income. Roth IRA income usually isn’t taxable.

07/25/2023

Learn what the new bull market means for you, your investments, and how it may affect your retirement.

If you’re a normal human being you’re just trying to live your life, and you use the stock market just to make yourself richer and save for your retirement....

03/15/2023

It's Spring! The birds are chirping, the flowers are blooming…and you’re inside working on taxes. But before you let it rain on your parade, here are some resources to help make your tax season a walk in the park.

Look for answers to your most frequently asked tax questions with help from New York Life. Taxes don't have to be confusing or challenging!

03/07/2023

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.

03/05/2023

Spring is a time for new beginnings and new strategies. Learn how tax-efficient retirement planning can help you grow your savings and be better prepared for your autumn years.

Read how to potentially minimize taxes on retirement income by using these tax planning strategies for and tax advantaged accounts.

02/24/2023

Love is one of the main reasons why people buy life insurance. Whether you love your spouse or partner, your children or grandchildren, your parents or a favorite charity, life insurance is for anyone who loves.

Unsure how life insurance works? Learn from New York Life about your options to ensure your loved ones have the financial security they need.

02/22/2023

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

02/17/2023

According to the latest Wealth Watch survey, over half (53%) of Gen Xers do not have any retirement savings or a retirement strategy. If you're in the same boat, read the full report here and let’s discuss your options. Your future self will thank you.

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

02/10/2023

Most people don't plan to become a caregiver, but if your loved one needs help, you'll be there to offer it without hesitation. Learn how you can be better prepared to handle a long-term illness or injury.

Being a caregiver for a spouse can be emotionally, physically, and financially taxing. Learn from New York Life what you can do to help prepare.

02/08/2023

There's no better way to spend Month than with a little time spent boosting your financial literacy. Whether you want to protect your family's future, prepare for retirement, or even grow your wealth, these articles can help.

Discover insights from New York Life for the big and not so big decisions. Browse our wide assortment of financial resources and find the solutions you need!