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Sam Clyatt, CLU®, ChFC®, AEP, CAP

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    • Time for a Spring Cleanup: Organizing Your Financial Records
    • Trusts — Not Just for Estate Taxes
    • Key Retirement and Tax Numbers for 2023
    • Double Up with a Spousal IRA
    • When Should Young Adults Start Investing for Retirement?
    • HOT TOPIC: SECURE 2.0 Aims to Brighten the Future for Retirement Savers
    • Balancing Stocks and Bonds in One Fund
    • Fixed for Life: What Can an Annuity Do for You?
    • IRA Strategies: After-Tax Money and the Pro-Rata Rule
    • Stretch IRA Alternatives
    • Famous People Who Died Without Proper Planning
    • Retirement Savings in a Volatile Market
    • Virtual Health Care Is Here to Stay
    • How Much Life Insurance Do You Need?
    • Building Financial Resilience
    • Donor-Advised Funds Combine Charitable Impact with Tax Benefits
    • Dividends for Income and Total Returns

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    • Building Cash
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Sam Clyatt 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 Tennessee, Georgia, and North Carolina.  No insurance business may be conducted outside these states referenced.

Sam Clyatt is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency and a New York Life company.  In this regard, this communication is strictly intended for individuals residing in the states of Tennessee, Alabama, Florida, Kansas, New Hampshire, New York, and South Carolina.

*Sam Clyatt is also separately registered as an investment adviser representative with Eagle Strategies LLC, a Registered Investment Adviser and a New York Life company, offering advisory services in the states of Tennessee, Kansas, and New Hampshire.  As such, these services are strictly intended for individuals residing in the specific states referenced.

Neither Eagle Strategies LLC, nor Sam Clyatt offers tax, legal or accounting advice.  Please consult your own tax, legal or accounting professional before making any decisions.


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NYLIFE Securities LLC, Member FINRA/SIPC.

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