Retirement Planning

Investments#

We offer products and services to help you develop a sound, long-term investment strategy. You can choose from over 10,000 mutual funds, including self-directed, tax-deferred Individual Retirement Accounts (IRAs). We also offer products to fund plans for companies of all sizes, ranging from SIMPLE IRAs to full-service defined contribution and defined benefit plans.

Variable Deffered Annuities#

A Variable Deferred Annuity offers the advantage of tax deferral and can be used to accumulate money for retirement. The policy's accumulated value-and sometimes the amount of monthly annuity benefit payments-flutuates with the performance of your investment account. There are fees, expenses and risks associated with the contract. Please be aware than assets allocated to the investment divisions are subject to market risks and will fluctuate in value.

Retirement Income

Preparing for retirement is easier with the help of our guaranteed^ lifetime income annuity products. You can select an immediate annuity1 that pays income right away, or a tax-deferred fixed annuity1 that allows you to set aside money until you need it2. Either way, you will be assured a steady, dependable source of income for life.


Brochures:

Charting Your Course              Social Security             Transitioning into Retirement                  

#Securities products and services are offered through NYLIFE Securities LLC (Member FINRA/SIPC), a Licensed Insurance Agency

^Guarantees are backed by the claims paying ability of the issuer.

1New York Life fixed annuities are Issued by New York Life Insurance and Annuity Corporation (A Delaware Corporation)

2Early withdrawals may incur charges. In addition to paying income taxes that maybe due, distributions from annuities before age 591/2 may also be subject to a 10% federal tax penalty.

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