Navigating Income Tax

Disclosure

Adam Herzing is an agent of and 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 AL, AR (AR Insurance License #9820958), AZ, CA (CA Insurance License #0F87737), CO, CT, ID, IL, MD, ME, MI, MN, MO, MS, MT, NC, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, and WA. No insurance business may be conducted outside the states referenced.

Adam Herzing is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 26501 Rancho Pkwy S Ste 102, Lake Forest, CA, 92630, 949-600-8252. In this regard, this communication is strictly intended for individuals residing in the states of AK, AL, AR, AZ, CA, CO, CT, FL, GA, ID, IL, IN, MD, ME, MI, MN, MS, MT, NC, NJ, NV, NY, OH, OK, OR, SD, TX, UT, VA, WA, and WI. No offers may be made or accepted from any resident outside the specific states referenced.

Adam Herzing is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AK, AL, AR, AZ, CA, CO, CT, FL, GA, ID, IL, IN, MD, ME, MI, MN, MS, MT, NC, NJ, NV, NY, OH, OK, OR, SD, TX, UT, VA, WA, and WI. As such, these services are strictly intended for individuals residing in the states referenced.

Adam Herzing is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

Neither New York Life Insurance Company nor its agents or affiliates provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

For more information about NYLIFE Securities LLC and its investment professionals.

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