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.
Do You Owe The AMT?
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.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
What's So Great About a Rollover?
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
If you are concerned about inflation—and expect short-term interest rates may increase—TIPS could be worth considering.
Tax preparation may be the perfect time to give the household budget a check-up.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
However exciting retiring abroad may sound, it deserves considerable planning.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
This calculator compares the financial impact of leasing versus buying an automobile.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
What are your options for investing in emerging markets?
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Investors seeking world investments can choose between global and international funds. What's the difference?
Here are five facts about Social Security that might surprise you.
A bucket plan can help you be better prepared for a comfortable retirement.
How will you weather the ups and downs of the business cycle?