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

Still Time for Stimulus Benefits

The American Recovery and Reinvestment Act of 2009 offers some short-term tax benefits designed to encourage consumer activity and boost particular sectors of the economy.

Estate Conservation You Can Trust

Trusts are popular estate conservation tools that can help facilitate the smooth transfer of estate assets and maintain the family’s privacy.

Measuring the Jobs Situation

Many people understand that a rising jobless rate is one of the hallmarks of a shrinking economy. But the national unemployment rate does not always reveal a complete picture of the jobs outlook.

The Positives of Negative Correlation

Few asset groups are perfectly negatively correlated, but a portfolio may still be able to benefit from the correlation principle.

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