Legacy Wealth Management
Timely Topics
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Timely Topics
Your AccountCommunity Events |
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Naming a life insurance policy’s beneficiaries should be a relatively simple task, but there are some situations that can lead to unintended and adverse consequences.
A teen with a part-time job can contribute to a Roth IRA, which is a flexible way to accumulate funds for college, retirement, and other long-term needs.
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.
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
How Long Will Your Funds Last?
Use this calculator to determine whether you qualify for the different types of IRAs.
Estimate the potential cost of waiting to purchase a long-term care insurance policy.