Retirement Center

Retirement can signify a lot of things to a lot of people; sailing off into the sunset with your beloved; never having to worry about waking up early to catch the morning train; fingerpainting with your grandkids.

But to make these dreams a reality, you'll need to create a nest egg that will make your retirement years as comfortable, if not more, as when you were working. But your financial responsibilities don't end the day you retire — as with any other major life change, you should re-evaluate your insurance and financial position to make sure you and your loved ones will continue to be well-protected and cared for throughout your retirement years.

This Retirement Center will help get you thinking about planning for your retirement, and make you aware of some of the issues facing retirees today.

Accumulating Retirement Assets

• Investment Vehicle Options
• Will You Enjoy the Good Life When You Retire?
• Gimme Shelter: TSAs Now Better Than Ever
• Coping with Retirement Shortfall

Living in Retirement

• Lump-Sum Distributions
• Navigating the Maze of IRA Distributions
• Social Security and Medicare Changes for 2003

Products to Consider

• Variable Deferred Annuities
• Long-Term Care Insurance

Tools

• Survivor Needs Calculator
• Retirement Needs Calculator
• Long-Term Care Calculator
• Tax Deferral Calculator
• Lump Sum Tax Deferral Calculator

A New York Life agent — professionally trained and experienced — can help you analyze your needs and recommend appropriate solutions through insurance and financial products. Click here to request a no obligation review with a New York Life agent.

The Retirement Consulting Group (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 for all of your rollover and retirement related questions.

This material is being provided for informational purposes only. Neither New York Life nor its agents provide legal, tax or accounting advice. Please contact your own advisors for legal, tax and accounting advice.

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