Legacy Investment Advisors

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Q&A on RMDs

Here are answers to some key questions about required minimum distributions.
Keeping Cool in Volatile Markets

Overreacting to market movements or trying to “time the market” by guessing its future direction can create additional risk that could negatively affect long-term portfolio performance.
Retroactive Social Security Benefits: A Chance to Turn Back Time

Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.
Read a Good Beige Book Lately?

The Federal Reserve’s Beige Book provides a concise narrative overview of the economy in each of the 12 Federal Reserve Bank Districts and is readily available to the public.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.
Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Retirement Portfolio Lifespan

How Long Will Your Funds Last?
College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.