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.
Will You Pay the AMT?
Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.
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 Choose a Fixed or Variable?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
As our nation ages, many Americans are turning their attention to caring for aging parents.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
It's important to understand how inflation is reported and how it can affect investments.
A change in your mindset during retirement may drive changes to your portfolio.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Determine your potential long-term care needs and how long your current assets might last.
This calculator helps estimate your federal estate tax liability.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Assess whether you are running “in the black” or “in the red” each month.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
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
When do you need a will? The answer is easy: right now.
The decision whether to buy or rent a home may have long-term implications.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
If you died, what would happen to your email archives, social profiles and online accounts?