This hypothetical example is used for illustrative purposes only. Actual results will vary.
The information in this calculator is not intended as tax or legal advice, and it may not be relied on for the purpose of avoiding any federal tax penalties. You are encouraged to seek tax or legal advice from an independent professional advisor. The content is derived from sources believed to be accurate. Neither the information presented nor any opinion expressed constitutes a solicitation for the purchase or sale of any security.
Mark Petro is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of GA, KS, KY, OH, PA & SC.. No insurance business may be conducted outside the specific states referenced.
Scott Andrews is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the state of OH. No insurance business may be conducted outside the specific state referenced.
Scott Andrews is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, a licensed insurance agency (Member FINRA/SIPC). In this regard, this communication is strictly intended for individuals residing in the state of OH. No offers may be made or accepted from any resident outside the specific state referenced.
Neither Mark Petro & Associates, Inc., New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.
Mark Petro & Associates, Inc. is not owned or operated by NYLIFE Securities LLC or its affiliates. NYLIFE Securities LLC is a New York Life company.
This material was written and prepared by Emerald Connect, LLC.
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