Enter your information to request this kit including three separate guides that address several retirement topics.
Legacy wealth solutions is a purpose driven wealth advisory firm whose sole aim is to help our clients to align their finances with their true purpose and passion in life.
We help our successful clients to create a financial future. Through customized solutions we help them to reach their goals in a tax efficient, risk managed way that allows them to live the lives they love. Then we help them to create significance through planning to get the right assets to the people and causes they love to continue the legacy for future generations.
Investment Advisory Representative of Lion Street Advisors, LLC (LSA), 515 Congress Avenue, Suite 2500, Austin, TX 78701 (512)776-8400. Investment Advisory Services are offered through LSA. Legacy Wealth Solutions, Inc. and LSA are not affiliated.
*Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.
The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.
1 Fixed Annuities are long term insurance contacts and there is a surrender charge imposed generally during the first 5 to 7 years that you own the annuity contract. Withdrawals prior to age 59-1/2 may result in a 10% IRS tax penalty, in addition to any ordinary income tax. Any guarantees of the annuity are backed by the financial strength of the underlying insurance company.
2 Asset protection plans should be developed and implemented well before problems arise. Due to the fraudulent transfer laws, asset transfers that occur close in proximity to the filing of a lawsuit or bankruptcy can be interpreted by the court as a fraudulent transfer. Proper structuring of these assets is imperative please seek proper legal and tax advice prior to engaging in re-titling/structuring of any assets. Please note that laws are subject to change and can have an impact on your asset protection strategy.
This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Legacy Welath Solutions at 724.238.7700 or firstname.lastname@example.org.