INVESTMENTS Go beyond saving to help your money grow

We offer a wide variety of investment vehicles that can be customized to meet the specific life circumstances and financial goals of you and your family. Additionally, our financial services professionals are trained to help you create solid investment strategies that work best with your existing insurance coverage.

When you work with New York Life, you’ll be paired with an experienced financial services professional who’s dedicated to helping you identify your investment needs and goals. They’ll be with you every step of the way, providing guidance and support as you create an investment strategy.

Some investment accounts and retirement plans that we offer are tax-deferred, which means you do not have to pay income tax on their earnings until you make a withdrawal. In addition, with plans such as 401(k)s and traditional IRAs, the contributions you make from your income may be deductible (based on income limits) and can help reduce your tax bill. Withdrawals from these accounts prior to age 59 ½ will be subject to ordinary income tax and 10% IRS penalty. The funds are also subject to Required Minimum Distribution.

Yes. You’ll be matched with a dedicated financial services professional who has in-depth knowledge of both insurance and investments. Having one representative help you manage all of your New York Life accounts will help ensure you establish a solid investment strategy that protects the money you have now while also building wealth for the future.