Entries by NYLCRI

Leveraging Life Insurance as a Retirement Planning Tool

This webcast discusses how life insurance can play an important role in retirement income planning. More specifically, the presentation covers how life insurance is taxed, how cash value can be used to supplement a retirement income plan, the benefits of life insurance in funding a pension max or Social Security max strategy, the importance of […]

Retirement Planning After Tax Cuts

The Tax Cuts and Jobs Act (TCJA) is going to have a lot of unintended consequences – some good and some bad. A new tax deduction for pass-through businesses retirement plans with small employers is one important area to learn more about. Learn how TCJA affects: Individual taxpayers, Small businesses, Corporations. Hosted by Jamie Hopkins, […]