Menu
As you prepare for retirement, turning your savings into dependable income becomes a top priority. Our team provides experienced guidance to help you make the most of your company sponsored and individual retirement accounts. We assist with converting assets into lifetime income, determining your Required Minimum Distributions, and exploring smart strategies for claiming Social Security.
Through detailed projections and personalized planning, we work with you to understand how much you’ll need to maintain your lifestyle and when you’ll need it. We create a retirement strategy that balances spending, saving, and investing.
We evaluate your income, tax situation, and long-term goals to determine how much to contribute, when to contribute, and which accounts—like a 401(k), IRA, or SEP—are best suited to building a strong foundation for retirement.
We help you navigate the complexities of RMDs and retirement income strategies including guiding you in timing and structuring withdrawals to meet IRS requirements while minimizing taxes and preserving your portfolio to extend the life of your savings.
We help you evaluate how supplemental income sources—like Social Security, pensions, and non-retirement assets—fit into your overall retirement plan. We analyze the timing, tax implications, and long-term impact of each source to help you create a coordinated income strategy.
01Maximize Retirement Contributions
02Coordinate Multiple Income Sources
03Optimize RMDs and Withdrawals
04Align Retirement Income with Your Lifetime Goals
The advisors at Legacy Wealth Management can help take the mystery out of preparing for the future. Whether you are a busy professional, planning for retirement, or creating an estate plan, we focus on your needs and financial goals through our personalized wealth management services.
