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 […]
Laurene Brooks joined Legacy in 2004, shortly after the company’s inception. She earned undergraduate degrees in journalism and Spanish, and her Juris Doctor (JD) designation from Marquette University. Laurene has over 30 years of experience in law and relationship management. In addition to assisting clients with financial management and estate planning, Laurene is Legacy’s senior fiduciary officer. In addition, she was a member of the Real Property, Probate, and Trust Division of the Wisconsin State Bar for 10 years and served as chair.
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