Legacy Financial Associates, Ltd.

 

Dedicated to helping our clients achieve their financial goals through personal service and independent guidance

 

 

401(k) ROLLOVERS - Do you have a 401(k) that you left behind at an old job? Are you planning to retire and need income from your 401(k)?  Legacy can show you the benefits of rolling over your old 401(k)s to an IRA that you control.

RETIREMENT PLANNING - Whether you are drawing income from your investments or trying to figure out how much to save for retirement, Legacy can help you organize your retirement planning goals.

STRETCH IRA - Minimize the income tax burden on your family by doing IRA planning now.  Legacy can show you how the Stretch IRA may reduce taxes for you and your family.

ESTATE PLANNING - Don't let Uncle Sam become the largest beneficiary of your estate!  Legacy can help you plan to leave your hard earned savings to your loved ones, not the government.

INVESTMENT REVIEW - Would you like a second opinion on the progress of your investments?  We get a second opinion from doctors, shouldn't the same be true for your investments?  We are happy to provide a no cost, no obligation review to see if we can help.
Calculators

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

More Calculators →

Newsletters

Fixed Annuities May Offer Stability

A source of guaranteed income may help remove some of the uncertainty associated with retiring when the financial markets are fluctuating.

The Board of Directors: A Key to Company Success

Given the wide and important role that the board plays, it is a good idea to look beyond the glossy portraits and become familiar with the individuals tasked with guarding shareholder wealth.

Making Moves to the Money Market

Money market funds are mutual funds that invest solely in cash-equivalent assets that are categorized as low-risk, low-return investments.

A Potential Income Source for the Risk-Averse

Although no financial instrument is entirely without risk, the guarantees offered by a fixed annuity can help address the concerns of even the most risk-averse investors.

More Newsletters →