Income Tax Planning Strategies

Pascal Nguyen and Cidilea Mayumi Daikuhara Santos are agents 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 AZ, CA (Pascal - CA Insurance Lic. #0780932, Cidilea Mayumi - CA Insurance Lic. #4055571), CO, FL, GA, IL, MD, MI, NE, NJ, NV, NY, TN, TX, UT, VA, WA. No insurance business may be conducted outside the states referenced.​

Pascal Nguyen and Cidilea Mayumi Daikuhara Santos are Registered Representatives 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, (2020 Main Street 10th Floor, Irvine, CA 92614-8200, 949 -797-2442). In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CO, 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 states referenced.​​

Pascal Nguyen and Cidilea Mayumi Daikuhara Santos are also a Financial Advisers 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 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 is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

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

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 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.

Neither Pascal Insurance and Financial Services nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.