Legacy Wealth Strategies, LLC

12/24/2020

Merry Christmas

Hoping you receive the greatest gift of all this holiday season- Time with family and close friends.

Have a Merry Christmas and Happy New Year, from all of us at Legacy!

Our office will be closed Christmas Eve, Christmas Day and December 30, 31 and Jan 1.

-Robert Brown

12/04/2020

401(k) Rollovers: Pay Attention to the Details

Correctly executing a qualified plan rollover (401(k), 403(b), etc.) from a former employer has become a standard transaction. Most of us no longer have or receive pensions from our employers. Basic understanding of potential pitfalls could help avoid significant tax consequences.

This task requires precise ex*****on: something we can offer. For help with Trustee to Trustee transfers or any other questions regarding Rollovers please contact us directly on Facebook, email us at [email protected], call us at (402) 614-9489 or visit our website at www.legacy-wise.com

At Legacy Estate Planning Group, Inc., our goal is to be our clients’ trusted advisor and to be able to handle all aspects of the estate and financial planning process from start to finish. As true legacy planners, and a comprehensive wealth management firm, we concentrate in estate, business and ...

11/25/2020

From everyone at the Legacy Wealth Group, Have a Happy Thanksgiving!

11/20/2020

Money-Wise Corner:

NAVIGATING THE SOCIAL SECURITY MINEFIELD...

Social Security Strategies seem to be a major topic of interest recently and it's up to you to make decisions. Making the wrong decisions or taking trite advice can cost you dearly. When it comes to your eligibility for Social Security, what Benefits to file for or the Strategies to employ, the ball is in your court: Don't drop it!

If you have questions about your Social Security benefits or strategies, we are here to help! Contact us at (402) 614-9489, message us directly on Facebook or visit our website at www.legacy-wise.com for more information.

At Legacy Estate Planning Group, Inc., our goal is to be our clients’ trusted advisor and to be able to handle all aspects of the estate and financial planning process from start to finish. As true legacy planners, and a comprehensive wealth management firm, we concentrate in estate, business and ...

11/13/2020

At Legacy Wealth Strategies we believe in planning ahead. In order to ensure your loved ones remain healthy, happy and thankful for Thanksgiving, plan for a smaller celebration with family so next year can be your biggest yet!

>Maintain social distancing before and after dinner

>Consider a close family only guest list

>Refrain from sharing food

>Have one person handle food

Following these recommendations should ensure the happiness and well-being of your loved ones this year.

11/11/2020

The Legacy Wealth Group of Companies salutes our Heroes on Veterans Day. Thank you to all those who have served or are serving!

11/06/2020

MONEYWISE CORNER:

So We Had A Presidential Election, Now What?

With elections come big changes, so what should I do with my money?

It may appear that a split government after this recent election is just what the market was looking for. Build and implement a plan for retirement and stick with it. There will be ripple effects in the market causing volatility in the short-run, but no matter who is in the White House, if you have a long term plan that fits your needs and is well positioned according to your objectives, you can maintain your peace of mind. If you are unsure, review your plan or see your financial advisor.

Reach out to us at [email protected], call us at (402) 614-9489 or message us here on facebook.

10/21/2020

MONEYWISE CORNER:
Retirement Plan & Beneficiary Designations

A solid estate plan involves designating appropriate beneficiaries for financial accounts. Designating beneficiaries for retirement plan accounts requires additional attention due to taxability issues involving account values at death. Appropriate designations can lead to income tax savings or deferral for those whom the owner intends to benefit after the owner has died. There can be consequences for improperly titling and ownership of these accounts.
“Retirement plan accounts” include IRAs (traditional, SEP, or Simple), 401(k), 403(b), and any other account where the account owner contributes funds to the account on a pre-tax basis (i.e., non-Roth accounts). For information on designating beneficiaries correctly please contact our office by email at [email protected], by phone at (402) 614-9489 or message us directly on Facebook.

09/25/2020

Do you know how much nest egg you need to have saved for your reirement?

06/16/2020

We have all been concerned about staying safe and healthy. Now that businesses are re opening, it is time to re focus on our financial health as well. Congress has passed legislation aimed at extending qualified plan distributions and age requirements as well as removing restrictions for a period of time. These positive changes can assist in your individualized retirement planning. We are available to help explain these changes TODAY.

06/09/2020

The tragic death of George Floyd in Minneapolis has affected many of us and taken its toll on the public's trust and confidence in the fairness of our justice system. We join the community in standing up to injustice and seek to effect change now to remedy racial disparities in our communities and our legal system! 6/9/2020