Legacy Investment Advisors

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Buying a Condo? Focus on the Financials

Condominiums are generally priced lower than single-family homes, but condo ownership comes with some special costs and financial implications.
Important Tax Breaks for Pass-Through Businesses

Some owners of pass-through businesses may be able to deduct up to 20% of their qualified business income and/or take generous deductions for investing in qualified property.
Peer-to-Peer Payments Are Popular, but Be Careful

Making a peer-to-peer (P2P) payment is a convenient way to transfer money to family, friends, or businesses — these precautions can help avoid costly mistakes.
Catch Up for a More Comfortable Retirement

Only a third of U.S. workers age 50 and older feel they are on track to enjoy a comfortable retirement, but there are opportunities to build substantial savings late in a working career.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
College Funding

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

A balance sheet summarizes your assets and liabilities and reveals your net worth.