Retirees

Individuals approaching or in retirement, or individuals receiving a lump sum of funds, who are seeking the best way to provide themselves income during the remainder of their lifetimes.

Providing income to better prepare against any crisis that may occur in the future.

Providing income with proper income tax planning* taken into account.

Providing income while anticipating an increase in future need due to inflation, health issues..

*Neither New York Life nor any of its agents provide tax, legal or accounting advice. Please consult with your professional advisors regarding your particular situation.