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Date: 10/03/2025

Episode 2: Tax Planning Strategies for W-2 Income Families.

The Ameriwealth Talk Show is your trusted source for practical, insightful financial guidance. Hosted by Karan Murugesu, CFP®, ChFC®, a nationally recognized advisor and founder of Ameriwealth Financial Group, the show helps individuals and families navigate the most important financial decisions of their lives.

Through engaging conversations and easy-to-understand breakdowns, Karan covers essential topics such as:

·         Smart tax planning strategies for W-2 earners and families

·         Retirement readiness and wealth-building tools

·         Protecting your legacy through effective planning

·         Real-world examples, expert insights, and actionable steps

Our mission is simple: to empower you with knowledge so you can build lasting financial security and peace of mind.

Click Here to get a copy of the checklist to help you evaluate your options

📚 Sources Referenced in This Episode:

·         IRS Publication 590-A (Contributions to IRAs)

·         IRS Publication 969 (Health Savings Accounts)

🎙️ The Ameriwealth Talk Show releases a new episode every other week — available on YouTube, and right here on our website.

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Disclosure

Karan Murugesu 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 CT, DE, FL, IL, MA, MD, MN, NC, NJ, NV, NY, PA, SC, TX, VA, and WA. No insurance business may be conducted outside the states referenced.

Karan Murugesu is a Registered Representative 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, 339 Princeton Hightstown Rd, East Windsor, NJ, 08512, 609-469-0242. In this regard, this communication is strictly intended for individuals residing in the states of CA, CT, DE, GA, MA, MD, NC, NJ, NV, NY, PA, TX, and VA. No offers may be made or accepted from any resident outside the specific states referenced.

Karan Murugesu is also a Financial Adviser 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, CT, DE, GA, MA, MD, NC, NJ, NV, NY, PA, and VA. As such, these services are strictly intended for individuals residing in the states referenced.

Gerard St-Cyr 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 FL, IL, NC, NJ, NY, PA, and SC. No insurance business may be conducted outside the states referenced.

Gerard St-Cyr is a Registered Representative 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, 26 Sunset Ave, Long Branch, NJ, 07740, 732-282-0901. In this regard, this communication is strictly intended for individuals residing in the states of FL, NC, NJ, NY, PA, SC, and VA. No offers may be made or accepted from any resident outside the specific states referenced.

Gerard St-Cyr is also a Financial Adviser 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 FL, NC, NJ, NY, PA, SC, and VA. As such, these services are strictly intended for individuals residing in the states referenced.

Ameriwealth Financial Group, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither Ameriwealth Financial Group, LLC 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.

For more information about NYLIFE Securities LLC and its investment professionals.

Click here
Ameriwealth Financial Group Logo No Tagline
  • HOME
  • WHO WE ARE
    • About Our Firm
    • Meet Our Team
    • Estate Planning Resource
    • About Eagle Strategies
    • Contact Us
  • WHAT WE DO
    • Investment Management
    • Planning for Individuals
    • Investment & Retirement Planning
    • Planning for Business Owners
    • Planning for Physicians & Dentists
    • Executive Benefits
    • Working with Other Advisors
    • Financial Solutions
  • HOW WE DO IT
    • Our Planning Process
    • Our Legacy Planning
    • Strategic Alliances
    • What Are Your Concerns?
    • Wealth Management
  • TALK SHOW
  • EDUCATION CENTER
    • Resident Physician
    • Money Management Educators
    • Video Library
    • Helpful Links
  • CLIENT LOGIN
  • SEMINARS
  • Schedule A Strategy Session

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