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.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
To choose a plan, it’s important to ask yourself four key questions.
Bonds may outperform stocks one year only to have stocks rebound the next.
Living trust are popular, but their appropriateness will depend upon your individual needs and objectives.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
How long does a $20 bill last?
As our nation ages, many Americans are turning their attention to caring for aging parents.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how much you have the potential to earn during your working years.
This calculator can help you estimate how much you should be saving for college.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate your monthly and annual income from various IRA types.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
The decision whether to buy or rent a home may have long-term implications.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
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.
Have you explored all of your choices when it comes to managing your taxable income?