Favorable Post-Midterm Seasonality

In an increasingly data-driven world, the investment team at Legacy realized that, through charts and graphs, we would be able to convey information more quickly and effectively. Charts also allow us to share larger sets of data with our audience, display trends and changes over time, and convey relationships between multiple data sets. Because of […]

2022: A Difficult Year for RMDs

Individuals that are 72 and older this year must take required minimum distributions (RMDs) from their qualified retirement plan accounts (IRAs, 401(k)s, SEP-IRAs, Simple IRAS, and similar retirement plans but not Roth IRAs). (Please note that different rules apply to inherited IRAs and inherited Roth IRAs). The RMD amount is calculated on the account’s value […]