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

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.

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.

More Calculators →

Newsletters

Retaining MVPs with Executive Bonus Life Insurance

An economic recovery is likely to bring more job opportunities to top performers, but it could prove costly for businesses to replace productive employees who decide to leave. An executive bonus plan funded with cash-value life insurance can be used to reward and retain an organization's most valuable employees.

Ways to Save More

About two out of three American workers are saving for retirement, but less than half are confident that they will save enough money to live comfortably during their retirement years. This article includes suggestions for readers to take small steps that could make a big difference when they are ready to retire.

Protection from a Range of Liability Claims

It's projected that American companies will face $183 billion in tort costs in 2011, and $152 billion of that will land on the books of small businesses. Fortunately, there are several forms of business liability insurance that can help offset these unforeseen costs.

What Do Price/Earnings Ratios Really Have to Offer?

It's not hard to find the price/earnings ratios of publicly traded companies or even the market as a whole reported in the news. Unfortunately, it may be difficult to understand what the numbers mean without the ability to make meaningful comparisons.

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