Legacy Wealth Strategies, LLC

Too much financial advice? The challenge is deciding what comes first.

Here’s to the people who show up, work hard, and make a difference every day. Wishing you a relaxing and memorable Labor Day!

Learn how a mega backdoor Roth works and whether it fits with your retirement goals.

What Is a Mega Backdoor Roth? Learn how a mega backdoor Roth works and whether it fits with your retirement goals.

Market ups and downs can feel more stressful near retirement. A thoughtful strategy can help you stay focused on your long-term goals. To get started, call our office at 402-614-9489

Here are some strategies to consider for how to withdraw retirement savings and reduce taxes and penalties.

The Best Retirement Account Withdrawal Strategies Here's how to withdraw retirement savings and reduce taxes and penalties.

Roth IRA benefits include tax-free retirement income and other valuable tax advantages.

10 Reasons to Save for Retirement in a Roth IRA Roth IRA benefits include tax-free retirement income and other valuable tax advantages.

Learn about the common pitfalls people find themselves in when Medicare doesn’t cover the cost of care.

What Medicare Doesn't Cover: 9 Critical Gaps to Avoid Learn about the common pitfalls people find themselves in when Medicare doesn’t cover the cost of care.

Experts say strength and balance exercises are critical as you reach your 50s and beyond.

Forget 'No Pain, No Gain.' After 50, Exercise Has a New Goal Experts say strength and balance exercises are critical as you reach your 50s and beyond.

See how you stack up against your peers when it comes to retirement savings.

What Is the Average Retirement Savings Balance by Age? See how you stack up against your peers when it comes to retirement savings.

Don’t get sucked into ‘one more year syndrome.’ Older workers may have access to enough wealth to retire right now.

Think You Can’t Afford to Retire? You Might Be Missing Two Massive Piles of Money Don’t get sucked into ‘one more year syndrome.’ Older workers may have access to enough wealth to retire right now.