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.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
An inside look at how marginal income tax brackets work.
Estimate your monthly and annual income from various IRA types.
This questionnaire will help determine your tolerance for investment risk.
Estimate how much you have the potential to earn during your working years.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Assess how many days you'll work to pay your federal tax liability.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn how to harness the power of compound interest for your investments.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
It's easy to let investments accumulate like the junk in a junk drawer.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Why are 401(k) plans, annuities, and IRAs so popular?
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.