Legacy Wealth Management
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Newsletters
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Beneficiary Designations: Who Gets the Money?
It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.
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Q&A on RMDs
Here are answers to some key questions about required minimum distributions.
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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there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.
Calculators
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Lease Payment
How much would your monthly lease payment be?
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?