Retirement Archives - Legacy Insurance Agency Protect, Plan and Prosper Thu, 14 Aug 2025 20:51:57 +0000 en-US hourly 1 https://wordpress.org/?v=6.9.4 https://legacyinsuranceagency.com/wp-content/uploads/2015/04/Legacy-LifetimeBank-400-e1453402663782-100x100.jpg Retirement Archives - Legacy Insurance Agency 32 32 5 Smart Ways to Spend Your Tax Refund https://legacyinsuranceagency.com/tax-refund/ https://legacyinsuranceagency.com/tax-refund/#respond Tue, 29 Apr 2025 19:59:53 +0000 https://legacyinsuranceagency.com/?p=7179 5 Smart Ways to Spend Your Tax Refund Tax Refund – First posted by GuardianLife When you get a big check from the IRS, you might be tempted to treat yourself to a shopping spree, but there are smarter ways to put the money to use. In 2023, 120.9 million people received tax returns from the IRS1 averaging $2,753.2 If you’re fortunate enough to get a refund this year, invest that money in your financial future to get the biggest benefit. Here are five smart ways to put your tax refund to work. 1. Save for retirement If you‘re enrolled in a retirement account through your employer,

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]]> https://legacyinsuranceagency.com/tax-refund/feed/ 0 Retirement Savings https://legacyinsuranceagency.com/retirement-savings/ Tue, 15 Oct 2024 00:49:51 +0000 https://legacyinsuranceagency.com/?p=6975 Considering retirement savings, we must take the time to plan for the future. There are too many risks involved and too much responsibilty to let it happen by chance.

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]]> Retirement Ready or Not? https://legacyinsuranceagency.com/retirement-ready-or-not/ Mon, 18 Jan 2021 19:02:18 +0000 https://legacyinsuranceagency.com/?p=5391 Retirement - Ready or Not? Are You Prepared for Retirement? Watch this video, schedule a consultaton to determine your retirement readiness.

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]]> How Much Does It Take To Retire? https://legacyinsuranceagency.com/how-much-does-it-take-to-retire/ Thu, 02 Jul 2020 01:20:59 +0000 https://legacyinsuranceagency.com/?p=2852 Capital Equivalent Value of Life Insurance - How Much Does It Take To Retire? Capital Equivalent Value is the financial comparable worth at retirement.

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]]> Tuesday Tip – Cover Your Assets https://legacyinsuranceagency.com/tuesday-tip-cover-your-assets/ Tue, 16 Jul 2019 20:14:56 +0000 https://legacyinsuranceagency.com/?p=3905 Cover Your Assets! Retirement RISKS and How To Avoid Running Out of Money During Retirement

Sequence of returns risk addresses the concern most people about retirement, the fear of running out of money.

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]]> The Power of Zero https://legacyinsuranceagency.com/the-power-of-zero/ Mon, 29 Apr 2019 21:58:05 +0000 https://legacyinsuranceagency.com/?p=3135 The Power of Zero lays out the problems ahead for Americans during retirement. And, what you can do to avoid paying more in taxes than necessary by getting into the 0% tax bracket. Plan for a secure retirement in the 0% tax bracket.

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]]> Retirement Income Killers https://legacyinsuranceagency.com/retirement-income-killers/ Thu, 14 Mar 2019 17:54:28 +0000 https://legacyinsuranceagency.com/?p=2931 how to avoid these retirement income killers, and achieve financial independence

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]]> Retirement Risk https://legacyinsuranceagency.com/retirement-risk/ Mon, 28 Jan 2019 20:30:59 +0000 https://legacyinsuranceagency.com/?p=2807 Retirement risk can threaten retirement and reduce income. Learn how to avoid running out of money during retirement and find opportunity by being liquid.

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]]> 401k Exit Strategy – How To Use Your Retirement Effectively https://legacyinsuranceagency.com/401k-exit-strategy-how-to-use-your-retirement-effectively/ Tue, 13 Nov 2018 19:11:36 +0000 https://legacyinsuranceagency.com/?p=2717 401k Exit StrategyHow To Spend and Use Your Retirement Income Effectively It often astounds me how many people really don’t have an exit strategy for their 401k. And, I mean a money solution, an effective plan to use and spend their retirement efficiently, to reach their desired goals. So, I’d like to share with you a little known, but time tested strategy that is usually reserved for the wealthy. It’s also used by the world’s largest banks and corporations. IRA/401k Distributions (Withdrawals) A 401k withdrawal or distribution is how you take your money from the account, which has rules and restrictions. We’ll assume you are

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]]> MegaMillions $1.6 BILLION Jackpot! What’s the Best Option Cash or Annuity? https://legacyinsuranceagency.com/megamillions-cash-annuity/ Wed, 24 Oct 2018 19:43:21 +0000 https://legacyinsuranceagency.com/?p=2626 MegaMillions $1.6 BILLION Jackpot! What's the Best Option Cash or Annuity?

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