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Tax Diversification Powerpoint
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Strategy to help tax diversify your retirement portfolio.
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Tax Diversification Powerpoint
- 1. Tax Diversifying Your Retirement Income This presentation includes a discussion of one or more tax-related topics. This tax-related discussion was prepared to assist in the promotion or marketing of the transactions or matters addressed in this material. It is not intended (and cannot be used by any taxpayer) for the purpose of avoiding any IRA penalties that may be imposed upon the taxpayer. Taxpayers should always seek and rely on the advice of their own independent tax professionals. Please understand that New York Life Insurance Company, its affiliates and subsidiaries, and agents and employees of any thereof, may not provide legal or tax advice to you. 00386186CV Exp. 12/2010