Legacy Wealth Management
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Newsletters
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Don’t Take the Bait: Top Tax Scams in 2025
As tax filing season approaches, the IRS warns taxpayers to watch for scams that can cause identity theft, financial loss, or criminal penalties.
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Could an HSA Strengthen Your Retirement Strategy?
After age 65, retirees can use HSA funds for any purpose without incurring a penalty.
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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.
Calculators
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?