Your Retirement Journey Begins Here...
Legacy Capital Planners, LLC is a comprehensive retirement planning firm that helps the Washington DC Metropolitan area’s soon-to- be retired and retiree residents effectively plan for and prepare for life’s greatest journey. As your retirement guides, allow our team to help you:
- Protect and preserve your retirement savings and investments
- Create an income plan for retirement
- Structure health care medical coverage through Medicare
- Plan for long-term care medical needs
- Develop and implement an estate plan
In today’s new and challenging economic environment, you must not only save and invest strategically in order to retire, but you must also take distributions from your accounts during retirement in the most efficient manner as well. Count on us as your retirement guides to help you get to and through your golden years.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Four Great, Unexpected Places to Raise a Family
Here are 4 great, and sometimes unexpected, places to raise a family.
How long does a $20 bill last?
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Here are six flags that may make your tax return prime for an IRS audit.
Earnings season can move markets. What is it and why is it important?
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
This questionnaire will help determine your tolerance for investment risk.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator can help you estimate how much you may need to save for retirement.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to better see the potential impact of compound interest on an asset.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
There are three things to consider before dipping into retirement savings to pay for college.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Learn how to harness the power of compound interest for your investments.
Have you explored all your options when it comes to managing your taxable income?
Would you guess that Millennials are effectively saving for retirement? Well, they are.