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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.

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

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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
    • 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
Disclosure

Karan Murugesu, and Gerard St-Cyr are agents licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in select jurisdictions. Insurance products and services may be offered only in jurisdictions where the agents are properly licensed. State license numbers shown where specifically required. Additional jurisdictions available upon request.

The following individuals are Registered Representatives of and offer 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:
Karan Murugesu, 339 Princeton Hightstown Rd, East Windsor, NJ 08512, 609-469-0242.
Gerard St-Cyr, 26 Sunset Ave, Long Branch, NJ 07740, 732-282-0901.

Karan Murugesu, and Gerard St-Cyr are also Financial Advisers with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company. Advisory services are offered only in jurisdictions where the financial advisers and Eagle Strategies LLC are properly registered.

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.

This website is intended for informational purposes only. Insurance, securities, and advisory products and services are available only in jurisdictions where the applicable representative and entity are properly licensed and registered. No offers may be made or accepted outside those jurisdictions.

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