New York Life

75% of Americans agree they would benefit from having basic financial education and information.
Source: The 2016 Consumer Financial Literacy Survey, The National Foundation for Credit Counseling

Welcome to our research center! We've put together a library of information on important financial topics that we believe you'll find helpful.

Simply click on one of the general financial topics below and you'll find a selection of easy-to-understand information sheets about related financial concepts and strategies. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends.

Self-Employed Retirement Plans

Tax-deferred retirement plans for self-employed individuals have higher contribution limits than IRAs.

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Traditional IRAs

If you do not participate in an employer-sponsored retirement plan, you might consider a traditional IRA.

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401(k) Plans

401(k) employer-sponsored retirement plans have many benefits, including that the funds accumulate tax-deferred.

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Roth IRAs

Qualified Roth IRA distributions in retirement are free of federal income tax and aren’t included in gross income.

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