The Advanced Planning Group

New York Life’s Advanced Planning Group is a team of nearly 30 professionals with specialized training in law, taxation, accounting, business, insurance, finance, and philanthropic planning. With more than 300 years of collective experience, the APG supports a variety of wealth strategies and business planning objectives in these key areas:

  • Business protection and succession
  • Nonqualified executive benefit strategies
  • Wealth transfer and distribution strategies
  • Transnational planning (non-U.S. citizen)
  • Estate tax mitigation
  • Charitable planning

Through our individualized case development process, we listen and understand what’s important. With our nationwide Agency network, we’ve been down this path hundreds of times before, helping clients reach their retirement, estate and business planning goals and objectives.

Calculators

  • Taxable Equivalent Yield

    Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

  • Lease Payment

    How much would your monthly lease payment be?

  • College Funding

    Use this calculator to estimate the cost of your child’s education, based on the variables you input.

  • Required Minimum Distributions

    Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70½.

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