Robert Jaggars, Registered Representative with NYLife Securities LLC

03/28/2025

Do you have a sizable estate and want to ensure both income protection for your family and easy access to cash value? Sounds like a tricky balance, but with the right strategy, it can be possible to provide long-term financial security for your loved ones while maintaining access to tax-preferred cash values. Watch this story and then let’s see how a similar approach could work for you.

This is "Planning for Retirement Income with Estate Protection (aka RALA)" by The Nautilus Group® on Vimeo, the home for high quality videos and the…

10/10/2023

Are you, or your children, likely to inherit an IRA? If so, you may be surprised to learn that the rules have changed, and your tax bill may be larger than expected. This article gives a good overview of the new regulations—and how to manage them.

Thanks to recent changes in the law on inherited IRAs, your tax bill from any inheritance could be larger than you expect.

02/17/2023

With inflation rising, now's a good time to make your portfolio more inflation-proof. Learn more. http://www.eaglestrategies.com/public_files/Inflation_Fact_Sheet_-_Eagle_-_final1.pdf

03/21/2022

Let’s talk about how guaranteed lifetime income can help mitigate this risk to a comfortable retirement.

Wouldn't it be nice if you had a consistent monthly income to rely on, even after you retire? Secure a steady income with deferred annuity from New York Life!

12/16/2021

Million Plus Level Term Life Insurance gives you a way to protect your business, employees, and loved ones for less than you might expect. Watch this short video and then reach out for more info. https://bcove.video/3vw7P4x

11/11/2021

In need of directions on your road to retirement? Read these tips to help ensure you end up where you need to go.

It's no secret that the old rules of retirement no longer apply to many people. For retirements lasting upwards of 30 years, it's crucial to diversify your assets to help reduce risk and minimize taxes down the road.

09/07/2021

This article takes a close look at the new SECURE Act and how it could affect your retirement and legacy plans. It’s worth a read—especially if you are planning to use a traditional or Roth IRA to leave money to heirs.

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07/26/2021

Now that you've planned the family cookouts, morning walks, and evenings around the campfire, you should use the time to catch up about life, goals, and the future. Not sure where to start? These questions can help.

It's important to discuss key financial matters with your loved ones as soon as possible so everyone's informed about the key issues.

05/24/2021

Worried about Social Security not being around when you need it? Thinking about taking benefits at age 62? This video from AARP cuts through some of the misinformation surrounding Social Security and gives you some facts to help make an informed decision.

There’s a lot of misinformation about Social Security out there. Is it going broke? Do you take out what you pay in? Is it best to collect when first eligible? Find out the answers in this video.

04/08/2021

Right now, loaning money to your trust or children to pay life insurance premiums can be a good idea due to low interest rates. If you have questions about tax strategies and interest rates, I can help. Let’s talk about your future!

04/01/2021

I’m telling all my clients that there’s never been a better time to review their estate plans. With tax exemptions under current law set to expire, we don’t know what the future will hold. However, with the right strategy, you can work to reduce your estate taxes so you can leave a lasting legacy.

03/25/2021

Leaving a legacy for your heirs requires careful preparation. You’ll want your estate to be passed on according to your wishes, and in the most tax efficient way possible.