Pre-Retirees and Retirees

Rachel Vergari 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 NJ, CT, DE, FL, NY, PA and VT. No insurance business may be conducted outside this/these state(s) referenced.

*Rachel Vergari is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency & New York Life Company . In this regard, this communication is strictly intended for individuals residing in the states of FL, NY, NJ, PA and VT.

No offers may be made or accepted from any resident outside the specific state referenced.

GoodStreet is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither GoodStreet Financial, NYLIFE Securities LLC and its affiliates, nor its representatives, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

¹When considering rolling over the proceeds of your retirement plan to another tax-qualified option, such as an IRA, please note that you may have the option of leaving the funds in your existing plan or transferring them into a new employer’s plan. You may wish to consult with your new employer, if any, to learn more about the options available to you under your plan and any applicable fees and expenses. You may owe taxes if you withdraw funds from the plan. Please consult a tax advisor before withdrawing funds.