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Legacy Wealth Management ofBenjamin F. Edwards
Legacy Wealth Management ofBenjamin F. Edwards
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Legacy Wealth Management of
Benjamin F. Edwards

Retirement/IRAs

Five Things to Know About Roth IRAs - new 5/1/25

10 Facts About SS Benefits - updated 5/5/25

Back Door Roth

Designating Your IRA Beneficiary

How to Determine Your Retirement Income Needs

Increased Medicare Premiums for High Income Retirees

It's Important to Prepare for the Longest 'Vacation' of Your Life

Make Your IRA Work For Your Retirement - updated 5/2/25

Planning Around the Death of the Stretch IRA

QLACs - Qualified Longevity Annuity Contracts

Qualified Charitable Distributions from Your IRA - updated 5/2/25 

Required Minimum Distrubutions

Roth IRAs for Teenagers

Six Things That Can Blow Up Any Retirement Income Plan

Should You Consider a Roth IRA Conversion

Social Security Basics

Social Security for Divorced Spouses

Social Security Spousal Benefits

Social Security for Widows and Widowers

Ten Things You Should Know About IRA to IRA Rollovers

Want to be a 401(k) Millionaire?

Investment products and services are offered through Benjamin F. Edwards., Member FINRA and SIPC. Investment Advisory products and services offered by Benjamin F. Edwards and Co., an Investment Advisor registered with the SEC.

Investing involves risks, including the possible loss of principal.

Benjamin F. Edwards does not provide legal or tax advice. Please consult with your tax or legal advisors before taking any action that may have tax consequences. The information provided was prepared by, or in cooperation with, Benjamin F. Edwards and its accuracy and completeness are not guaranteed.

Investments in securities and insurance products:

ARE NOT FDIC-INSURED

ARE NOT BANK-GUARANTEED

MAY LOSE VALUE

Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Learn more about the information we collect about you when you visit our website or open an account with us.

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© 2020 Benjamin F. Edwards. All rights reserved. Terms of Use. Member SIPC and FINRA.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck