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The Nautilus Group®

The Nautilus Group®

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Although the SECURE Act eliminated the stretch IRA strategy for most designated beneficiaries, there is a strategy where IRA distributions may be coupled with a charitable remainder trust to duplicate the stretch IRA strategy. Read this article from The Nautilus Group®, which is a service of New York Life Insurance Company, to learn how IRA distributions to a CRTs can effectively alter the SECURE Act’s 10-year payout for asset protection, estate planning, retirement income, and charitable planning purposes. The Nautilus Group and its Member Agents do not offer tax, legal or accounting advice. Securities are offered through Registered Representatives of NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency.

1954390 Exp. 10/5/2024

IRA distributions to a CRT can provide asset protection and retirement income | The Nautilus Group®

Did you know that certain non-probate assets – such as retirement plans, life insurance proceeds, and annuities – may not be controlled by your will or trust? In this short video, Winstead PC attorney John Bergner explains how integrating non-probate assets with the assets your will does govern is an important component to controlling the disposition of your estate, avoiding your assets passing to unintended beneficiaries, and making sure your intentions will be realized.

SMRU 1866308 | Exp. 5/27/24

Understanding the difference between probate and non-probate assets | The Nautilus Group®

The release of the highly anticipated revised RMD tables combined with the recent passage of the original SECURE Act and the likely passage of “SECURE 2.0” has raised many questions on how the revised tables work in the context of the new retirement planning legislation. This article addresses these questions and can help identify new planning opportunities for additional tax deferral.

SMRU 1941210 | exp. 5/26/24

SECURE 2.0 and revised RMD tables may provide additional tax deferral on retirement savings. | The Nautilus Group®

In the absence of planning, an individual’s retirement savings can easily become scattered among a multitude of retirement accounts and be forgotten. Consolidating retirement accounts can help manage assets and track progress toward retirement goals. Before consolidating your accounts, read this article to learn about factors to consider to avoid potentially costly mistakes.

SMRU 1936164 | Exp. 4/13/24

Consolidation factors to consider when rolling over your 401(k) accounts. | The Nautilus Group®

Many business owners seem to think they’re going to live forever and thus have done no succession planning, despite the COVID-19 pandemic illustrating more than ever the need to be prepared for probable, or inevitable, events or setbacks. Planning to work forever is not a business succession plan, and without one, when adverse events occur, the results can be devastating. This article looks at three critical elements business owners should consider to create a successful transition plan that can help maximize the business’s value for themselves or their families and increase the firm’s longevity.

SMRU 1928490 | Exp. 2/4/24

Planning to work forever is not a business succession plan | The Nautilus Group®

Electing to receive Social Security benefits prior to reaching full retirement age may not be the best decision. Read this article to learn why waiting until full retirement age (or later) can substantially increase the ultimate Social Security benefit received.

SMRU 1802458 | Exp. 9/14/23

Social Security benefits: Start early or delay receipt? | The Nautilus Group®

Watch this short video to learn what employees are concerned about when considering retirement, and how medical practice owners can address those concerns.

SMRU 1881946 | Exp. 7/9/23

Do your employees share these retirement concerns? | The Nautilus Group®

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The Nautilus Group® is a service of New York Life Insurance Company. New York Life Insurance Company and its affiliates and agents and employees thereof do not provide tax, legal, or accounting advice. Individuals should consult with their own tax, legal or accounting professionals before implementing any planning strategies. SMRU 5018918 Exp. 04/30/2025

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