Legacy Wealth Advisors

Legacy Wealth Advisors Legacy Wealth Advisors provides comprehensive wealth management for a select group of individuals

At Legacy Wealth Advisors, we provide comprehensive wealth management for a select group of individuals who are at a critical point in their financial lives: the distribution phase. For years, you have worked hard and focused intensely on accumulating enough assets to reach the top of the mountain, Retirement. You are now shifting your focus from accumulation to distribution. As you begin the dist

ribution phase, you will face uniquely and potentially devastating risks that could impact your plan for life. Like climbing a mountain, 80% of accidents occur on the way down due to lack of preparation. Distribution planning requires a specialist who understands how to maximize retirement income while minimizing risk and taxes. Our comprehensive approach, encompassing the “four pillars” of wealth management is designed to help you enjoy your retirement years without the fear of outliving your money. All third-party posts are the responsibility of their respective authors. These opinions and information are subject to change at any time without notice or obligation of notification. The information is intended for informational purposes only and is not intended to provide tax, legal or investment advice. Securities offered through First Allied Securities, Inc., member FINRA (www.finra.org)/SIPC (www.sipc.org). Advisory services offered through First Allied Advisory Services, Inc., a registered investment advisor.

Retirement planning comes with important rules and deadlines. One term every retiree should know is Required Minimum Dis...
09/03/2026

Retirement planning comes with important rules and deadlines. One term every retiree should know is Required Minimum Distribution (RMD).

Once you reach the IRS-required age, certain retirement accounts require annual withdrawals. Missing an RMD could result in unnecessary penalties, making it an important part of your retirement income strategy.

Believe it or not, year-end planning starts long before December. Taking time now to review your financial strategy can ...
09/01/2026

Believe it or not, year-end planning starts long before December. Taking time now to review your financial strategy can help you identify opportunities, avoid last-minute decisions, and stay on track toward your long-term goals.

As we approach the final quarter of the year, it's a great time to evaluate key areas of your financial life, including retirement contributions, tax planning strategies, estate planning documents, and investment allocations.

👉 Check out our latest blog, "An Early Bird's Guide to Year-End Planning: 8 Steps to Review Before Q4," and discover practical steps you can take today to finish the year strong.

🔗 https://www.legacy-wealthadvisors.com/blog/an-early-birds-guide-to-year-end-planning-8-steps-to-review-before-q4

Choosing between a Roth and Traditional retirement account may seem like a small decision, but it can have a major impac...
08/26/2026

Choosing between a Roth and Traditional retirement account may seem like a small decision, but it can have a major impact on your lifetime wealth. The key factor is whether you'll pay a higher tax rate today or in retirement. This article breaks down how the Roth vs. Traditional strategy shifts throughout your career, the role state taxes and retirement income play, and how thoughtful planning—including Roth conversions and estate considerations—can help minimize taxes and maximize wealth for both you and future generations.

Roth vs. Traditional is a tax‑timing decision: pay tax now or later.

What if one of the most important factors in your financial future isn't your portfolio—but your health?Research suggest...
08/24/2026

What if one of the most important factors in your financial future isn't your portfolio—but your health?
Research suggests financial stress and overall well-being may be more connected than many people realize. Prioritizing both your physical health and financial health can help create a stronger foundation for the future.
🎙️Learn more about the connection between health and wealth in episode 7/4/26 of "When Retirement Happens" ➡️https://www.legacy-wealthadvisors.com/when-retirement-happens

Retirement isn't just about leaving something behind—it's about having something meaningful to move toward.In the latest...
08/20/2026

Retirement isn't just about leaving something behind—it's about having something meaningful to move toward.
In the latest episode of When Retirement Happens, we discuss why planning for your lifestyle, purpose, and health can be just as important as planning your finances.
🎙️ Listen to the latest episode now: https://www.legacy-wealthadvisors.com/when-retirement-happens

Many married couples may be leaving free retirement money on the table without realizing it. A new analysis from Boston ...
08/19/2026

Many married couples may be leaving free retirement money on the table without realizing it. A new analysis from Boston College’s Center for Retirement Research found that one in five couples fail to maximize their combined 401(k) employer matches, costing them an average of $757 per year. By coordinating contributions and prioritizing the spouse with the most valuable match, couples can significantly boost their long-term retirement savings—often with no increase in the amount they save.

For couples looking to maximize their retirement savings, coordinating their 401(k) contributions could save them hundreds of dollars annually.

Did you know one of the most important investments you can make for retirement may be your health?Many people spend year...
08/17/2026

Did you know one of the most important investments you can make for retirement may be your health?
Many people spend years preparing financially for retirement but overlook the role physical wellness plays in enjoying those years. Prioritizing your health today can help support the lifestyle you've worked hard to achieve.
👉 A successful retirement isn't just about having enough money—it's about having the health to enjoy it.

Address

Town And Country, MO

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 3pm

Telephone

(314) 641-1010

Website

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