Income Tax Planning Strategies

Pascal Nguyen 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 AZ, CA (CA Insurance Lic. #0780932), FL, GA, IL, MD, MI, NE, NJ, NV, NY, TN, TX, UT, VA, WA. No insurance business may be conducted outside this state referenced.

Pascal Nguyen is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, FL, GA, IL, MD, MI, NE, NJ, NV, NY, TX, UT, VA, WA. No offers may be made or accepted from any resident outside the specific state(s) referenced.

Pascal Nguyen is also separately registered as an investment adviser representative under Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the states of CA, TX, AZ, FL, MD, NE, NV, UT, VA, WA. As such, these services are strictly intended for individuals residing in the states referenced.

PASCAL NGUYEN ALSO SUBSCRIBES TO, AND IS A MEMBER IN GOOD STANDING WITH ED SLOTT'S MASTER ELITE IRA ADVISOR GROUP. THIS IS A PRIVATE, UNAFFILIATED IRA STUDY GROUP OF INDEPENDENT PROFESSIONAL FINANCIAL ADVISORS WITH A FOCUS ON INDIVIDUAL RETIREMENT ACCOUNT (IRA) BUSINESS WITH ACCESS TO VARIOUS ED SLOTT IRA TOOLS AND CONCEPTS TO ADDRESS CLIENTS' INDIVIDUAL RETIREMENT ACCOUNT NEEDS.

Pascal Insurance and Financial Services is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither Pascal Insurance and Financial Services, 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.

Pascal Nguyen is licensed to offer mutual funds and variable products. Market Watch information is provided for informational purposes and is not considered an offering of securities.

Pascal Nguyen is a Member Agent of The Nautilus Group^®, a service of New York Life Insurance Company.