Home   Contact Us 

Location  About Us  FAQs
Career Opportunities

Financial Planning

Tax Planning

Contact us for more information

      Portfolio Management

      Legacy  reviews tax returns, prepares tax projections and coordinates recommendations with your tax preparer.  During retirement, recommendations are made on which accounts to take distributions from (retirement accounts vs. brokerage accounts) to ensure tax efficiency.  Additional questions that tax planning can answer are:

      • What tax strategies should I consider?
      • Am I a candidate for a Roth conversion?
      • What are the tax ramifications of paying off my home mortgage early?