IRA Wealth MaximizationThis text will be replaced
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Aaron M. Kaplan, MBA
CA Insurance Lic. # 0M01174 Financial Services Professional for NYLIFE Securities LLC
Agent, New York Life Insurance Company
Contact Us
- Office: 619.354.8334
- Mobile: 917.991.2046
- Fax: 858.623.9784
- E-mail address: amkaplan@ft.newyorklife.com
Aaron M. Kaplan, MBA
CA Insurance Lic. # 0M01174 Financial Services Professional for NYLIFE Securities LLC
Agent, New York Life Insurance Company
Contact Us
- Office: 619.354.8334
- Mobile: 917.991.2046
- Fax: 858.623.9784
- E-mail address: amkaplan@ft.newyorklife.com
Calculators
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Savings Goals
How much should I save to reach my goal?
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Burial and Final Expenses
What are my needs for burial and final expenses?
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Tax Deferral
Taxable vs. tax-advantaged savings?
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Annual Percentage Rate (APR)
Will I save money if I pay my premium in a lump sum
or in installments?
Newsletters
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Your Business: Could You Benefit from a Roth Conversion in 2020?
This article focuses on the potential short- and long-term tax ramifications of a Roth IRA conversion.
Market Watch
Last Closing Prices
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| NYSE Composite | 14,867.37 | -0.45% |
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All quotes are in US Eastern Time (EST).
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