Corey Johnson

Corey Johnson Series 7/63 Registered Representative, Life & Health Insurance Licensed Treasury Securities
U.S.

Series 7 & 63 Registered Representative
Licensed Life & Health Agent
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Equity Securities:
Common Stock
Preferred Stock
IPOs - Initial Public Offerings
Secondary Offerings
Rights
Warrants
ADR’s
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Debt Securities:
U.S. Government Agency Securities
CMOs / CDOs

Corporate bonds
Corporate/Commercial paper
CDs
Municipal Securities
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Packaged Securities & Managed Investments:
Mutual Funds
Closed-End Funds
ETFs -Exchange Traded Funds
UITs -Unit Investment Trusts
Variable Life Insurance
Variable Annuities
REITS - Real Estate Investment Trusts
DPPs - Direct Participation Programs
Private Equity
Structured Products
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Options:
Equity, Index & Yield-Based Options
Basic Option Strategies
Protective Put
Covered Call
Advanced Option Strategies
Long (Debit) Spreads
Short (Credit) Spreads
Long Straddle/Combination
Straddle/Combination Writing
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Retirement Plans & Other Tax Advantaged Accounts:
IRA’s - Individual Retirement Accounts
Traditional IRAs
ROTH IRAs
SEP IRAs
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Employer Sponsored Plans & ERISA:
SIMPLE IRA
401(k)
403(b)
457
Defined Benefit
Profit Sharing
Money-Purchase
Stock Options/Stock Purchase
Qualified/Non-Qualified
Deferred Compensation Programs
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IRA & 401(k) Rollovers
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Custodial, Educational and Health Savings Accounts:
UGMA/UTMA Accounts
Coverdell Education Savings Accounts
529 College Savings Plan Accounts
HSA - Health Savings Accounts
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Life Insurance Policies
Term Policies
Traditional Whole Life Policies
Universal Life & Variable Life Policies
Variable Annuities
Fixed Annuities
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Health Insurance & Disability Policies
Medical Expense Insurance
Disability Income Policies
Group Health Insurance
Long-Term Care
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Medicare & Medicare Supplements
Medicare Parts A – D
Medicare Supplement Plans
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Employer-Sponsored Health Plans
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03/24/2026

With the ongoing conflict involving Iran, we’re seeing spikes in oil prices, supply chain disruptions, and increased uncertainty across global markets.

But here’s the truth — volatility isn’t new. It’s part of investing. The key isn’t trying to predict it… it’s positioning your portfolio to withstand it.

One of the simplest strategies one can use is age-based asset allocation. A common rule of thumb is to subtract your age from 100—and that’s the percentage you could consider having in stocks.

For example, if you’re 30, that’s about 70% in stocks—focusing on growth.

As you get older — you gradually shift a portion into annuities, bonds, CD’s, real estate, more stable income-focused assets.

So at 60, you might have closer to 40% in stocks—protecting what you’ve built. This helps reduce downside risk while still keeping your portfolio growing.

Because as time goes on, you have less time to recover from market volatility, and your focus shifts from just growing wealth… to protecting it and generating income.

And in volatile environments like this — that balance matters more than ever.

So remember, you can’t control the markets…
But you can control how you’re positioned in them.

If you're concerned about the volatility or are curious on ways to de-risk while still providing growth, send me a direct message or comment below. If you found this helpful, share this video, like and follow for more!

Corey Johnson - Series 7 & 63, Life & Health Insurance Licensed
Phone: (607) 210-0577
Email: [email protected]

Disclaimer: The information discussed should not be construed as tax, legal or investment advice. It is for informational purposes only and should not be taken as a recommendation or solicitation. Prior to making any financial decision, individuals should seek advice from personal financial, legal, tax and other professionals. Investment products are offered through Aegis Capital Corp, a member of FINRA and SIPC. Investment products are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested. Please use this link to view Aegis Capital Corp Risk Disclosures and Form CRS (Customer Relationship Summary)
https://lnkd.in/ePSScZzw

03/06/2026

If you’re self-employed or own a small business and you’re not using a SEP IRA… you could be leaving serious tax savings on the table.

A SEP IRA - or Simplified Employee Pension, is one of the most powerful retirement tools available to Business Owners, Freelancers, and 1099 Independent Contractors. Here’s why:

✅ Massive contribution limits.
For 2026, you can contribute up to 25% of compensation, with a maximum contribution of $72,000. That’s significantly higher than a Traditional or Roth IRA.

✅ Tax-deductible contributions.
Every dollar you contribute reduces your taxable income and could even put you in a lower tax bracket, saving you thousands and thousands of dollars. If you had a strong year in business, this can be a major tax strategy.

✅ Simple and low cost.
There’s minimal paperwork, no annual filing requirement like a 401(k), and it’s easy to set up and maintain.

If you’re self-employed and not maximizing retirement contributions, a SEP IRA might be one of the smartest moves you can make.

If you want to see whether it fits your situation, send me a direct message or comment below, if you found this helpful, share this video, like and follow for more!

Corey Johnson - Series 7 & 63, Life & Health Insurance Licensed
Phone: (607) 210-0577
Email: [email protected]

Disclaimer: The information discussed should not be construed as tax, legal or investment advice. It is for informational purposes only and should not be taken as a recommendation or solicitation. Prior to making any financial decision, individuals should seek advice from personal financial, legal, tax and other professionals. Investment products are offered through Aegis Capital Corp, a member of FINRA and SIPC. Investment products are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested. Please use this link to view Aegis Capital Corp Risk Disclosures and Form CRS (Customer Relationship Summary)
https://lnkd.in/ePSScZzw


02/06/2026

Did you know there's still time to make an IRA contribution for the 2025 tax year?

Tax season is upon us, and if you’ve yet to do so the general rule is that you have until Tax Day - April 15th, 2026, to make an IRA contribution for the 2025 tax year.

The contribution limits for 2025 were $7,000 if you're under the age of 50, and $8,000 for ages 50 and up for catch up contributions.

That said, eligibility isn’t the same for everyone. Your income level, marital status, and whether you already have an employer-sponsored retirement plan can all affect how much — or if — you’re able to contribute, so make sure you coordinate with your accountant or financial professional to see if you qualify.

If you would like more information on how to establish or contribute to an IRA, comment below or send me a direct message. If you found this helpful, share this video, like and follow for more!

Corey Johnson - Series 7 & 63, Life & Health Insurance Licensed
Phone: (607) 210-0577
Email: [email protected]

Disclaimer: The information discussed should not be construed as tax, legal or investment advice. It is for informational purposes only and should not be taken as a recommendation or solicitation. Prior to making any financial decision, individuals should seek advice from personal financial, legal, tax and other professionals. Investment products are offered through Aegis Capital Corp, a member of FINRA and SIPC. Investment products are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested. Please use this link to view Aegis Capital Corp Risk Disclosures and Form CRS (Customer Relationship Summary)
https://www.aegiscacorp.com/disclosures

01/28/2026

If you’ve changed jobs at any point in your career, there’s a chance you might have a lost 401(k) — and you’re definitely not alone. Here are 3 ways to find a lost 401k account.

First, start with your former employer. Call their HR or benefits department and ask who the retirement plan provider was. Even if the company no longer exists, the plan provider usually does. If you remember the provider — like Fidelity or Vanguard — you can also contact them directly. (Old statements or W-2’s can be a big help here)

Second, use free online databases. The Department of Labor has a Retirement Savings Lost and Found, and there’s also the National Registry of Unclaimed Retirement Benefits. These resources were created specifically to help track down accounts tied to old employers.

Third, check state unclaimed property databases. Many forgotten retirement accounts eventually end up there. Search states where you’ve lived or worked using sites like unclaimed.org or missingmoney.com.

Once you find your account, you’ll have options — including leaving it where it is, rolling it into an IRA or consolidating it with your current plan.
If you’re not sure what the best move is, contact a financial professional for help.

If you found this helpful, share this video, like and follow for more!

Corey Johnson - Series 7 & 63, Life & Health Insurance Licensed
Phone: (607) 210-0577
Email: [email protected]

Disclaimer: The information discussed should not be construed as tax, legal or investment advice. It is for informational purposes only and should not be taken as a recommendation or solicitation. Prior to making any financial decision, individuals should seek advice from personal financial, legal, tax and other professionals. Investment products are offered through Aegis Capital Corp, a member of FINRA and SIPC. Investment products are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested. Please use this link to view Aegis Capital Corp Risk Disclosures and Form CRS (Customer Relationship Summary)
https://www.aegiscapcorp.com/disclosures

01/14/2026

These are 3 reasons I would never leave a 401k account behind at a past employer

#1 - This will come as no surprise to anyone that's ever had a 401k account, your investment options are relatively limited. You have some ETFs, mutual funds, maybe some target date funds, whereas if you have your money rolled over into an IRA, you have a much larger spectrum of options to invest in.

#2 - The last thing that most people want to do once they've moved forward to a new job or career, is to look behind them. However, if you have a 401k left behind at a past employer, if you need something done, you'll probably have to reach out to them to do that.

#3 - The last and most important reason to rollover your old 401k, is that you’re avoiding being a part of the 1.6 trillion dollars that people have left behind in old or lost 401k plans.

The process is very simple, you open a traditional IRA, and then you can process a 401k rollover (which is a non-taxable event) to move those funds into the new IRA.

If you have an old 401k that you would like to move into a new IRA, comment “ROLLOVER” below or send me a direct message to get things started!

Corey Johnson - Series 7 & 63, Life & Health Insurance Licensed
Phone: (607) 210-0577
Email: [email protected]

Disclaimer: The information discussed should not be construed as tax, legal or investment advice. It is for informational purposes only and should not be taken as a recommendation or solicitation. Prior to making any financial decision, individuals should seek advice from personal financial, legal, tax and other professionals. Investment products are offered through Aegis Capital Corp, a member of FINRA and SIPC. Investment products are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested. Please use this link to view Aegis Capital Corp Risk Disclosures and Form CRS (Customer Relationship Summary)
https://www.aegiscapcorp.com/disclosures

01/09/2026

If you already own an annuity, this should be your first move in 2026 - especially if it's more than 3 years old.

With interest rates rising the past few years, what's happening right now in the annuity world is something we haven’t seen in decades. Many new annuities today are offering higher income payout rates, and in some cases lower fees and better guarantees than annuities that were written just a few years ago. Very simply, the same money you already have, could potentially give you higher income for life, and cost you less to own.

If interest rates fall again, this window closes. You can't go back and lock in today's higher payouts later. Annuities have surrender periods, fees and riders that work differently for everyone. Every annuity has trade offs, some have surrender charges, market value adjustments, or features you’d lose if you switch, that’s why it’s critical to review your product before making any decision.

If your annuity is more than 3 years old, this is the perfect time to see where you stand. For a side by side comparison to show you exactly what's changed, comment “REVIEW” below or send me a direct message to book a free review to have your annuity evaluated.

Corey Johnson - Series 7 & 63, Life & Health Insurance Licensed
Phone: (607) 210-0577
Email: [email protected]

Disclaimer: The information discussed should not be construed as tax, legal or investment advice. It is for informational purposes only and should not be taken as a recommendation or solicitation. Prior to making any financial decision, individuals should seek advice from personal financial, legal, tax and other professionals. Investment products are offered through Aegis Capital Corp, a member of FINRA and SIPC. Investment products are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested. Please use this link to view Aegis Capital Corp Risk Disclosures and Form CRS (Customer Relationship Summary)

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