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Printed from: www.willowtreefinancial.com
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Kelly Grant, Agent New York Life Insurance Company
CA Insurance Lic. #0K49602
New York Life Insurance Company
Contact Us
- Office: 707.569.7109
- Mobile: 707.294.8947
- Fax: 707.528.9234
- E-mail address: kgrant02@ft.newyorklife.com
Kelly Grant, Agent New York Life Insurance Company
CA Insurance Lic. #0K49602
New York Life Insurance Company
Contact Us
- Office: 707.569.7109
- Mobile: 707.294.8947
- Fax: 707.528.9234
- E-mail address: kgrant02@ft.newyorklife.com
Calculators
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Life insurance proceeds
How long will my current life insurance proceeds last?
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Financial preparedness
What is your Financial Preparedness Index?
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Risk Tolerance
Do you know what yours is?
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Tax Deferral
Taxable vs. tax-advantaged savings?
Newsletters
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Gift vs. Inheritance: Consider the Tax Difference
When deciding whether to gift assets now or transfer them to heirs at death, you need to understand step-up in basis and tax consequences.
Market Watch
February 26, 2021 @ 12:43 PM
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Nasdaq Composite ETF | +0.3% | |
| Nasdaq 100 ETF | +0.5% | |
| S&P 500 ETF | +0.1% | |
| S&P 100 ETF | +0.3% | |
| S&P Mid-Cap 400 ETF | +0.2% |
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All quotes are in US Eastern Time (EST).
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