Frank Legan Advisors’ Post

It’s time to put your hard-earned savings to work and create an income stream that lasts throughout your golden years. But it gets tricky to navigate all the new tax rules and financial decisions you’ll be making. To help, I’ll explain some of the common traps and pitfalls. #HumanityFactor #FinancialPlanning

It’s time to put your hard-earned savings to work and create an income stream that lasts throughout your golden years. But it gets tricky to navigate all the new tax rules and financial decisions you’ll be making. To help, I’ll explain some of the common traps and pitfalls. #HumanityFactor #FinancialPlanning

How can I leverage tax-efficient withdrawal strategies to maximize the longevity of my savings? To fully understand the implications, it's recommended to speak with a financial professional who understands the tax implications of different account types, such as traditional IRAs, Roth IRAs, and taxable accounts. I work diligently to connect the right people with the right products, services, and strategies to meet their objectives and needs.

ROTH IRA limits are on the rise! Wondering if a ROTH IRA might be right for you? Let’s explore how a ROTH IRA may be able to benefit your financial journey together. Contact me to discuss at (901) 937-2808 Prudential and its representatives do not give legal or tax advice. Please consult your own advisors regarding your particular situation.

The more you earn, the more you stand to gain by taking full advantage of the tax reliefs and allowances available to you. Seeking expert financial advice can help you make sure your money is working as hard for you as possible. #financialplanning #businessowners #pensionplanning

Exploring a Roth IRA conversion? It involves moving funds from a traditional IRA to a Roth, incurring taxes now for tax-free withdrawals later. Key considerations include current/future tax brackets and financial goals. Consult a financial

Unlock the potential of the Roth 401(k)! Delve into its pros, cons, and tax implications to make informed financial decisions. Your journey to financial empowerment starts here: https://lnkd.in/gcCabPf9 #Roth401k #FinancialFreedom #TaxPlanning #HawksFinancial #FinancialPlanning #TaxImplications #InvestmentWisdom

ROTH IRA limits are on the rise! Wondering if a ROTH IRA might be right for you? Let’s explore how a ROTH IRA may be able to benefit your financial journey together. Contact me to discuss 715-682-8161. Prudential and its representatives do not give legal or tax advice. Please consult your own advisors regarding your particular situation.

ROTH IRA limits are on the rise! Wondering if a ROTH IRA might be right for you? Let’s explore how a ROTH IRA may be able to benefit your financial journey together. Contact me at my office to discuss 602-293-2961. Prudential and its representatives do not give legal or tax advice. Please consult your own advisors regarding your particular situation.

Hello All, Please give the article below a read. It contains an idea or two that you should be calling your financial planner and tax professional to discuss.