LEGACY RETIREMENT ADVISORS, INC.                                                                                                   

CONNECT

Address:

2125 Center Ave, Suite 606,
Fort Lee, NJ 07024

Phone:

(201) 944 0805

Fax/Other:

(866) 811 1425

Newsletters

47% of American workers have saved less than $25,000 for retirement, and 24% have saved less than $1,000.

Source: Employee Benefit Research Institute, 2017

Will you outlive your retirement income? Are your financial expectations for the coming year realistic?

Our financial newsletters are designed to provide helpful information on a wide variety of financial topics. Simply click on one of the newsletter topics below to read the article in its entirety.

July

June

  • Is Smart Beta for You?

    Unlike traditional index funds, smart-beta funds track indexes that are selected and weighted based on factors other than market capitalization.

  • Rules of the Rollover

    Rolling funds from an employer's plan to an IRA enables you to maintain control regardless of your employment situation.

  • Chained CPI and Your Taxes

    One change made by 2017 tax legislation, a new way of measuring inflation, may have a significant effect on individual taxpayers over the long term.

  • Beyond Medicare: What Are Your Options?

    A Medigap policy or a Medicare Advantage Plan could help provide more stability for health-care spending during retirement.

May

April

March

February

January

December

November

  • Medicare Open Enrollment

    The changes Original Medicare and Medicare Advantage plan beneficiaries can make during the annual enrollment periods.

  • Required Minimum Distribution Rules

    When calculating RMDs for multiple accounts, it's important to understand which amounts can be combined and which accounts must distribute separate RMDs.

October

September

  • New Math for Social Security

    In 2017, Americans born in 1955 become eligible to claim Social Security benefits at the earliest claiming age of 62.

August