J. Scott Life

A guarantee stronger than the US Government!

Do you have an old 401k sitting there not being managed? Call me, we will maximize returns and have it ready for when you want it!

Creating a solid financial strategy can be your first step toward achieving long-term financial security. This , reach out and let's work together to map out your goals and secure your future.

The 2017 Tax Cuts and Jobs Act included tax cuts for households that are set to expire in 2025. Regardless of who is in office, taxes may change. How might tax policy evolve, and what does it mean for investors? Scott Sprauer of MacKay Municipal Managers joins host Lauren Goodwin to discuss all things tax policy and tax efficiency for investors.
https://bit.ly/4eCDwiE

Tax-free transfers from IRAs to CRTs and CGAs
IRA owners who want to support a specific charity but also like the idea of receiving a lifetime stream of steady payments can now do both, thanks to a new law described in this article from Professor Chris Hoyt. Learn how donors can retain income from donated funds while ensuring future support for their chosen causes and take full advantage of this evolving landscape of charitable giving options.
https://bit.ly/4dDoPe9

Here is the deal: Did you know that the Estate Tax Exemption is going to drop from $25 Million to $5 Million, which means a lot more people will have Taxable Estates, esp after the Real Estate has shot up over the last 3 years?

Give me a call or mark your calendar for August 15th at 12pm and join this FREE workshop using the information in the picture.

New parents, did you know that by investing $12,000 annually into a specific account starting from your child's birth and continuing for the first 20 years, you could potentially hand them a document worth over $11,000,000 tax-free for their retirement if left untouched for the next 45 years? 🤯

If you see the benefit in this, I can help you achieve it at almost any income level, whether larger or smaller. Let me know how you'd like to proceed.

Celebrate National Mom and Pop Business Owners Day with me! As a New York Life agent, I know firsthand how our local businesses help our community. Join me and .

Small Business Insurance | New York Life Learn how small business solutions from New York Life can protect business owners and their employees with a variety of services.

Taxes…. Ugh! Keep more of your retirement savings protected from taxes! Ed Slott is a genius when it comes to this stuff. Click the link below to attend the seminar on March 19th.

https://event.on24.com/wcc/r/4464511/D30C6D992FDD17A6D41D94FDB2D918E5?partnerref=0246572

What would happen to your family's standard of living if you were no longer around to earn an income?

Let me know if you want to discuss your options.

If I could connect all of these with one product solution, would you be willing to having a 20 minute conversation with me? We can meet on Zoom or in person.

Click the link below to schedule some time with me so I can show you how to better plan for you and your family's future. No obligation just sharing knowledge, you decide what happens after that. https://calendly.com/nyl-jslivingston

You definitely don’t want to miss this y’all! Put on by my managing partner at New York Life. Starts at 6pm, so in a little over an hour.

If you have money in a 401(k) or an IRA or a 403(b) we invite you to spend 45 mins in a complimentary workshop on Zoom today, 12/14/23 at 6pm. Here’s the link:

Welcome! You are invited to join a meeting: Finding Financial Balance. After registering, you will receive a confirmation email about joining the meeting. Most people today practice some form of "vertical diversification," that is, diversification of risk. But risk allocation is just part of the story. This interactive workshop will help attendees discover the value of proper "horizontal diversification," that is; diversification between tax treatment...