Legacy Wealth Management
Timely Topics
Your AccountCommunity Events |
|
Newsletters
-
Consider Roth for Tax-Free Income
Roth accounts offer no current-year tax benefit, but they can provide tax-free retirement income.
-
Could an HSA Strengthen Your Retirement Strategy?
After age 65, retirees can use HSA funds for any purpose without incurring a penalty.
-
Variable Annuities: Strategies to Help Counter Retirement Risks
Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.
-
Avoiding Probate with a TOD Deed and TOD Account
In many states, a transfer-on-death (TOD) deed and/or account can help avoid probate without the cost and complexity of a trust.
Calculators
-
Long-Term Care Self Insurance
Will you be able to afford nursing home care?
-
Savings Accumulation
Estimate the future value of your current savings.
-
College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.