Stay ahead of 2025 retirement planning updates with insights on enhanced 401(k) contributions, Roth account changes, and new automatic enrollment rules. Learn how Legacy Private Trust Company can help you refine your strategies and protect your financial future.
A proactive approach to managing your retirement funds is not just crucial—it’s empowering. Don’t just set it and forget it. While letting your 401(k) run
As a result of the distinct financial challenges women face as they age, often shaped by factors such as longevity, earnings, and workforce participation, planning
Aging is an inevitable journey, but the quality of that journey can be greatly enhanced through mindful daily practices. Maintaining physical and mental health as
The IRS has finalized its proposed rule concerning required minimum distributions (RMDs), detailing requirements for distributions from qualified retirement plans, such as IRAs, during the
An Individual Retirement Account (IRA) is a powerful and flexible tool for individuals looking to save for retirement. These accounts can be opened directly with
Retirement planning can often feel overwhelming, especially when faced with the complexity of financial documents and IRS regulations. As you approach retirement, understanding your 401(k)
As we approach retirement, deciding to remain in our long-time homes or transition to a continuing care community becomes a pivotal consideration. This choice shapes
When envisioning a prosperous retirement, investors traditionally emphasize building diversified portfolios consisting of stocks, bonds, and mutual funds. However, a substantial asset class is often
As retirement approaches, many Americans picture a tranquil life in a dream home that perfectly suits their needs and desires. A study by Merrill Lynch
©2024 Legacy Private Trust Company. All Rights Reserved.
