Retirement Plan Archives - Legacy Insurance Agency Protect, Plan and Prosper Fri, 01 May 2026 17:58:09 +0000 en-US hourly 1 https://wordpress.org/?v=7.0 https://legacyinsuranceagency.com/wp-content/uploads/2015/04/Legacy-LifetimeBank-400-e1453402663782-100x100.jpg Retirement Plan Archives - Legacy Insurance Agency 32 32 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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]]> 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 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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]]> Tax Planning – The Time to Plan is Now https://legacyinsuranceagency.com/tax-planning/ Mon, 16 Apr 2018 20:13:20 +0000 https://legacyinsuranceagency.com/?p=2310 Tax Planning – The Time to Plan is Now Just because the tax deadline has passed doesn’t mean you can’t plan for future taxes. Now is the time to plan for next year, your future, and your family’s future. You may have heard the old adage, “People don’t plan to fail, they fail to plan.” A Team Apporach to Tax Planning By taking a proactive approach to your tax planning, you can anticipate costs and plan accordingly. Sometimes this takes a team approach with multiple advisors. For business owners and high income earners, you will want to consider all options including deductions, deferrals and depreciation.

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]]> Retirement Tax Bomb https://legacyinsuranceagency.com/retirement-tax-bomb/ https://legacyinsuranceagency.com/retirement-tax-bomb/#respond Tue, 04 Apr 2017 18:23:17 +0000 http://legacyinsuranceagency.com/?p=1898 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.

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