Retirement Tax Bomb
RETIREMENT TAX BOMB
IRA/SEP/401k Tax Liability
Is your IRA/SEP/401k a retirement tax bomb? Parachute out safely using our custom designed whole life insurance plans.Read More →
Barry Page is a Registered Financial Consultant, Managing General Agent and Founder of Legacy Insurance Agency, PLLC. Page is the Editor in Chief for legacyinsuranceagency.com He helps clients with tax-advantaged investment alternatives. And shows families how to protect their assets, income and lives using a unique approach to financial planning.
RETIREMENT TAX BOMB
IRA/SEP/401k Tax Liability
Is your IRA/SEP/401k a retirement tax bomb? Parachute out safely using our custom designed whole life insurance plans.Read More →
Government Default or Raise The Debt Ceiling? Will the government default or raise the debt ceiling again? The U.S. Treasury Department is now calling on Congress to raise the debt ceiling once again to prevent a government default. Officially, the current United States debt ceiling expired on March 15th, 2017. The following day, the outstanding debt of the United States was at the statutory debt limit. This means that lawmakers must now decide how to address the nation’s fiscal problems or face government default. Treasury Secretary, Steven Mnuchin, recently sent a letter to House Speaker, Paul Ryan, on March 8 urging Congress to raise the debtRead More →
Retirement Income Options Protect and Maximize Your Cash-Flow Retirement income options are available to anyone who chooses to seek knowledge and plan ahead. Your options for how you distribute your retirement income are mostly up to you. It all starts with where you choose to store your money. We can’t control government rules such as taxes, but we can control how we save for the future, which will have a tremendous impact when distribute the income. Assuming that you have accumulated a nest egg for retirement, you will then have choices for the distribution of that income. Traditional retirement planning suggests that you defer taxes forRead More →
Alternative Investing – Sage Money Radio with Hollis Day Jr and Barry Page. Infinite Banking and Financing Retirement using whole life insurance.Read More →
5 Steps to Financial IndependenceHow To Create Wealth and Freedom Financial independence is truly that, freedom to do what you want on your schedule without depending on the banks or government. But, what if everything you’ve been taught about money and finance wasn’t true? That’s a bold statement, but when you realize that the deck is stacked in favor of the banking system and the government, you can start to understand. If What You Thought to Be True Turned Out Not To Be How you create and store your wealth is your decision. Unfortunately, we’ve been told since birth to… So, our decisions on howRead More →
How To Save More and Create Wealth Why Life Insurance Is The Best Place To Park Money How to save more and create generational wealth using the power of life insurance. Saving money today can be difficult, especially since in recent years artificially low interest rates have punished savers. The economy has also taken a squeeze on income and ordinary people are saving less and being subjected to unnecessary risk. Thus, the lines have been blurred between saving and investing, making it difficult to determine the best place to park money. Saving money and investing money are two entirely different things. They have different purposes, and can result inRead More →
Life Insurance Awareness Month Life Insurance Awareness Month September 2017 is pleased to have Danica Patrick to Serve as National Spokesperson Race car Driver Shares Personal Reasons to Buy Life Insurance and Helps Educate Americans on Importance of Financial Protection National PSA Featuring Patrick Hits TV and Radio Airwaves This Summer Arlington, Va. – Professional race car driver Danica Patrick hopes she can motivate people to take a fresh look at their life insurance needs this fall when she serves as spokesperson for Life Insurance Awareness Month. The annual campaign, which takes place in September, is coordinated by the nonprofit organization Life Happens to encourageRead More →
College Tuition Costs How To Pay for College College tuition costs are growing at a significant rate. Paying for a child’s or grandchild’s college education tomorrow requires forward thinking and planning today. Keep reading and learn how to pay for college in the most effective way. In the past five years, the average inflation-adjusted cost of tuition and fees has risen by 27% at public four-year colleges and 14% at four-year private colleges. This has left the average yearly cost for a private four-year college at $30,094.1 How should parents or grandparents save for tomorrow? Let’s examine two ways these adults can save for a child’sRead More →
7 Tips for Financial Wellness Financial Wellness – Good health, not wealth should be at the core of your decisions about money. As any wise person will tell you — and many have, from the Roman poet Virgil to Gandhi — health is wealth. The irony is that the converse is also true — a growing body of research suggests that financial problems actually can lead to health problems. Financial stress has been shown to cause anxiety, migraines, sleep disorders and other physical ailments including high blood pressure and heart disease.1 And it’s not a rare occurrence. A 2012 survey by the American Psychological Association (APA)Read More →
Declare your financial independence July 4th! This is the birthday of our nation and the historic signing of the Declaration of Independence.Read More →
Legacy Insurance Agency, PLLC
2600 Government St
Ocean Springs, MS 39564
(228) 875-5545 phone
© 2026 Legacy Insurance Agency, PLLC