Kevin Chen
Agent and Financial Services Professional
New York Life Insurance Co. NYLIFE Securities LLC
Contact Us
- 626.372.0827
- 909.305.6501
- CA Insurance Lic. #: 0729118
- AR Insurance Lic. #: 0996686
- E-mail address: klchen@ft.newyorklife.com
Calculators
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Retirement Income and 401(k)
How much retirement income might my 401(k) provide?
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Annuity Tax Advantages
What are the tax advantages of an annuity?
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529 college savings plan
What are the advantages of a 529 college savings plan?
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Savings in Retirement
I'm retired, how long will my savings last?
Newsletters
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Trusts — Not Just for Estate Taxes
In the past, trusts were often used to avoid estate taxes, but that purpose has become less important for most people with current high exemption amounts. However, a properly constructed trust can serve many other purposes for families of more modest means.