Retirement Planning 

With so many different retirement plans to choose from, it can be difficult to determine which will suit your individual goals while working toward your retirement savings. Questions surrounding affordability, administration and investment options can be overwhelming.

More than ever, retirement planning is critical to a successful and prosperous retirement. With all the different retirement plans to choose from, it can be difficult to determine which plan will suit your individual goals while working toward your retirement savings.

Retirement planning questions surrounding affordability, administration and investment options can be overwhelming. Let us carry some of the burden. Our retirement planning advisors can help answer questions and get you on the right track.

Types of Retirement Plans:

  • Traditional IRA

  • Roth IRA

  • SEP IRA

  • 403(b)

  • SIMPLE IRA

  • 401(k)

  • Profit Sharing Plans

  • Money Purchase Plans

  • Non-qualified Deferred Compensation Plans

Legacy Wealth Planning can help you plan for the retirement you deserve!

Plan for Retirement, Today

What does your perfect retirement look like? By understanding the lifestyle you want to live in retirement, you can make smart money decisions today.

Put as much of your income as you are capable of into a retirement plan. The longer your money is in your retirement account, the more interest that accumulates.

Tips designed to help your quality of life in retirement:

  • Contribute as much as you are able to your 401k

  • Open an IRA and continue to grow your savings

  • Make lifestyle changes now so that you are saving as much as possible

  • Understand taxes: Tax deferred investments and tax benefits available to you

For help and advice in these areas, let Legacy Wealth Planning guide you to your financial future.

To schedule a time to sit down with one of our advisors, contact us at (775) 850-2500. Legacy Wealth Planning serves all of Northern Nevada, including: Reno, Sparks, Carson City, Lake Tahoe and the surrounding areas.