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Retirement/Estate Planning

You don't HAVE to retire! That's one of the nice perks of being self-employed or a business owner. You're a doer. You like to make decisions and see results. But maybe someday — perhaps when you're 65, 75 or older — you just might WANT the option to trade the fun and frustration of work for golf, gardening, vacationing with the grandkids, or sitting back and relaxing with family and friends. Just as important, you also want to have all your ducks in a row, so to speak, when it comes to making sure your loved ones are well provided for in the future.

Neither of these goals just happens. They are the result of planning, of decisions you make today. Because, as the old saying goes: Those who fail to plan... fail. That means retirement planning and estate planning... mapping out a strategy to create options for you and for your family. Fortunately, there are more retirement and estate planning choices available today than ever before for business owners and self-employeds. Furthermore there are now even greater options for companies such as our Retirement Services This link will open an external site in a new browser. .

The Retirement Consulting Group (RCG)
Looking for your own individual retirement answers? The Retirement Consulting Group (RCG) is here to help. RCG — an experienced team of retirement consultants who understand the nuances of retirement planning — is designed to supplement the relationship you have with your financial professional. Contact RCG This link will open an external site in a new browser.  for all of your rollover and retirement related questions.

To assist you in making sure that you have taken the steps that can help ease your transition into retirement, The Retirement Consulting Group (RCG) has compiled a checklist of considerations This link will open an external site in a new browser. , and recommended action steps.

To learn more about the checklist contact your financial professional or The Retirement Consulting Group This link will open an external site in a new browser. .

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Consult an Agent:
At no charge to you, a New York Life Agent — professionally trained and experienced — can help you analyze your needs and recommend appropriate solutions through insurance and financial products and concepts. Request a no-obligation review with a New York Life Agent.

New York Life Insurance and Annuity Company does not provide tax, legal or accounting advice. Please consult your own tax, legal or accounting professional before making any decisions.

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Retirement/Estate Planning

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