Legacy Wealth Management
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Timely Topics
Your AccountCommunity Events |
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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.
With inflation cutting into consumers’ purchasing power, getting rid of a few unnecessary recurring charges could be a painless way to help balance the household budget.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
This calculator is designed to help you attach a dollar figure to your life’s work.
How much life insurance would you need to produce a sufficient income stream for your family?
This calculator can help you determine whether you should consider converting to a Roth IRA.