IRA Archives - Legacy Insurance Agency

Tax Planning – The Time to Plan is Now

Barry Page — Mon, 16 Apr 2018 20:13:20 +0000

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. We’ve all 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 tax planning, you can anticipate costs and plan accordingly. Sometime this takes a team approach. For business owners and high income earners, you will want to consider all avenues including deductions, deferrals and depreciation. Learn about our proactive planning

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8 Scary Truths About Your Qualified Plan 401k / IRA

Barry Page — Tue, 24 Oct 2017 23:04:49 +0000

8 Scary Truths About Your Qualified Plan 401k/IRA Retirement Account 8 Scary Truths About Your Qualified Plan 401k that your employer’s not telling you. What you need to know about your 401k and IRA What you need to know about your 401k before you contribute another dime. If you are pondering the thought of contributing more than your match to your 401k or whether or not to make an end of year contribution to your IRA, THINK AGAIN! Before you put another dime into your 401k, 403b, TSP, SEP or other IRA you need to know what the government and your employer aren’t telling you.

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Retirement Tax Bomb

Barry Page — Tue, 04 Apr 2017 18:23:17 +0000

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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Retirement Income Options

Barry Page — Wed, 08 Mar 2017 23:05:22 +0000

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 for

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Myra Roth

Barry Page — Wed, 11 Nov 2015 15:25:16 +0000

Myra Roth Wants Your Money Myra Roth, the government’s new retirement account, has launched nationwide. myRA is her given name and she wants you to invest your hard earned money with her. She is of no kin to Ira or Betsy, and I do have my suspicions about her. Disclaimer: This blog was written with satire and is not intended as investment or tax advice. Myra Promises Tax Benefits and Safety Our country is rebounding, but in a nutshell, we are broke. A great number of the population are retired and/or unemployed. So, I find it ironic that our government suddenly finds itself in a position

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