Legacy Wealth Management
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Timely Topics
Your AccountCommunity Events |
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The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
This article compares the key inflation measures that economists and investors are watching for signs of easing price pressures.
High-income participants will not be allowed to make pre-tax catch-up contributions to a traditional 401(k) or similar plan starting in 2026, but they will be able to contribute to a workplace Roth.
This article looks at some of the reasons behind the inflation numbers, the likely effect on Fed decisions, and the potential economic impact.
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Determine whether you should consider refinancing your mortgage.
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
Use this calculator to determine whether you qualify for the different types of IRAs.