Welcome To Your Portal
Your current points =
You've been a member of Legacy Group Planning since March 28, 2024
Get Educated
On Recent News
It’s That Time of Year
It’s usually around this time of year, when individuals are preparing paperwork for filing their tax returns, that we are asked what the deadlines for contributions are, and what happens if one spouse is non-working but still wants to make IRA contributions. As a general rule, you have until tax day to make IRA contributions
The Busyness of Life
What does retirement really, truly mean? What are your plans for after you retire? We’ve been thinking about this recently. Many would define it as “retreating from the ‘busyness’ of life.” When do you plan on retiring? How old will you be? How long do you think you’ll spend in retirement? Getting away from all
Bridge the Gap
We’ve heard many times that it’s a good idea for retirees to put off receiving Social Security payments, as waiting can allow you to get more out of them than if you were to start as soon as age permits. One way to make this more feasible is to include annuities in retirement strategies to
Stay Active During Retirement
Retirement is a new beginning. As a new retiree, you enter a new stage of your life, where your time is now regulated by you and you alone, rather than revolving around your work. Unfortunately, many new retirees find this isn’t what they’d expected it to be. Many people begin to feel bored, and worry
Stay Active During Retirement
Retirement is a new beginning. As a new retiree, you enter a new stage of your life, where your time is now regulated by you and you alone, rather than revolving around your work. Unfortunately, many new retirees find this isn’t what they’d expected it to be. Many people begin to feel bored, and worry
Money in College Savings Accounts Can Instead Be Put Towards Retirement
Starting in 2024, due to the Secure Act 2.0, up to $35,000 of the money in a 529 college savings account to be rolled over to a Roth IRA for the beneficiary of the 529 account. Although funds in a college savings account going unused is rare, it’s not unheard of, and now you may
Member Bring-A-Friend Events
Registration Required
Big Fun Event
Tuesday
February 27th
6:30PM
For Members & Interested Guests
Hilton Garden Inn
6165 Levis Commons Blvd.
Perrysburg, OH 43551
6:15 PM Check In
Exclusive Member Events
Non-Member Guests Are Required to Register
Tues. or Wed.
Jan. 30th or 31st
6:00PM
953 Phillips Ave.
Toledo, OH 43612
(Not Handicapped Accessible)
Upstairs in private banquet room, no elevator to the 2nd floor. Must be able to climb several stairs.
5:45 PM Arrival Time
***Seating is extremely limited***
Tues. or Thurs.
Feb. 20th or 22nd
6:00PM
4705 Talmadge Rd.
Toledo, OH 43623
5:45 PM Arrival Time
***Seating is extremely limited***