Legacy Wealth Management
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Timely Topics
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This article provides an overview of four estate planning documents that almost everyone should have: a durable power of attorney, a medical directive, a will, and a letter of instruction.
Are you planning a foreign vacation? This article offers some suggestions that might help keep it on track.
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
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.
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
This calculator is designed to help you attach a dollar figure to your life’s work.
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.