Retirement Planning

Retirement should be a time of confidence, security, and fulfillment. At Legacy Edge Advisors, we help you navigate the complexities of retirement planning so you can enjoy the life you’ve worked hard to build. With personalized strategies and ongoing support, we ensure your retirement is as rewarding as you envision.

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Customized Planning for Peace of Mind

A Roadmap for Your Retirement

At Legacy Edge Advisors, we understand that every retirement is unique, which is why we craft plans tailored to your specific needs, goals, and concerns. From managing your retirement income to minimizing tax liabilities, our advisors guide you through each step of the process. Our goal is to help you confidently transition into retirement and enjoy the freedom it brings without financial uncertainty.

01

Income Distribution Planning

We develop sustainable income strategies that ensure your retirement savings last throughout your lifetime, accounting for expenses, inflation, and market changes.


02

Roth Conversion Strategies

Our advisors evaluate opportunities to convert traditional retirement savings into tax-advantaged Roth accounts, maximizing your long-term income potential and reducing tax liabilities


03

Retirement Plan Optimization

Whether you have a 401(k), IRA, or pension, we help you select and manage the best plans for your goals, ensuring a seamless and effective transition into retirement.


  • Why is retirement planning important?

    Retirement planning ensures you have the financial resources needed to maintain your lifestyle and meet your goals after leaving the workforce. It addresses income needs, tax strategies, healthcare costs, and more, giving you confidence in your financial future.

  • How does Legacy Edge Advisors approach retirement planning?

    We take a personalized approach, designing strategies tailored to your goals and financial situation. From income distribution planning to tax-efficient savings, we help you navigate the complexities of retirement to create a plan that works for you.

  • What are the key components of a retirement plan?

    A comprehensive retirement plan includes income strategies, tax planning, investment management, and contingency planning for healthcare and unexpected expenses. We integrate all these elements into a cohesive strategy to support your retirement goals.

  • How do you ensure my retirement income lasts?

    We develop sustainable withdrawal strategies that consider your savings, expenses, and life expectancy. This includes tax-advantaged withdrawals and proactive adjustments to address changing market conditions.

  • When should I start planning for retirement?

    It’s never too early to start planning for retirement. The sooner you begin, the more time your investments have to grow and the better prepared you’ll be for potential challenges. Our advisors can help you get started at any stage of life.

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Retire with Confidence

Your retirement years should be about enjoying the fruits of your labor, not worrying about finances. With Legacy Edge Advisors, you’ll have a trusted partner dedicated to helping you create a secure, comfortable future. Together, we’ll build a plan that turns your retirement dreams into reality.