Income Tax Strategies

Aaron Rask and David Manley 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 CO, NE, and NY. No insurance business may be conducted outside the specific states referenced.

*Aaron Rask and David Manley are Registered Representatives of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC. In this regard, this communication is strictly intended for individuals residing in the states of CO and NE. No offers may be made or accepted from any resident outside the specific states referenced.

Summit Financial Solutions is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither Summit Financial Solutions, nor New York L:ife Insurance Company or its subsidiaries and affiliates, nor its representatives, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.