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State Directory- Charitable GivingThis article discusses how a donor-advised fund might be used to time charitable contributions for tax purposes or to gift appreciated assets.
- Estate Taxes
- Tax ServicesNow is the best time to start retirement investing for two key reasons: compounding and tax management. Read this article to learn more.
- Income TaxOnce you’ve listed your assets and selected your beneficiaries, you’ll be better able to determine what you’ll need to do during your lifetime to help you create, conserve, and transfer your assets. For example, you can help to provide, in advance, for payment of estate tax so that the amount your heirs receive can be maximized. Life insurance can be an important tool in this respect. In addition to replacing the lost income of the family’s wage earners, a life insurance policy can help to provide the money needed for payment of estate tax; state inheritance and income taxes; funeral costs; outstanding debts; fees for attorneys, trust officers, accountants, and other fee-charging professionals on your estate planning team; as well as miscellaneous administrative expenses.
- Mutual FundsThe mutual funds and variable insurance products that may be referred to on this site or on the New York Life Insurance Company corporate site may be offered or sold only to persons in the United States. New York Life is licensed to sell insurance in all 50 states. Please be sure to verify the individual agent's state insurance licensing information on this site.
- Retirement PlanningStage 1 — Life as a healthy, retired couple. This is the ideal, the retirement dream that most couples envision. If they’ve planned well, they’ll have the money to do everything they’ve dreamed about doing. Unfortunately, “dreaming” is about as far as retirement planning goes for too many people.
- Annuities
- Long Term CarePrepare for all possibilities. Life insurance, long-term care insurance and disability insurance (during working years) can be excellent ways to protect the retirement dreams you have.