The Legend Group is a consulting services provider offering retirement planning solutions to clients for over 50 years.
Through Lincoln Investment, financial professionals affiliated with The Legend Group provide access to a variety of retirement account options, along with personalized service and guidance to help clients better understand their choices.
Our extensive history in retirement planning enables us to work closely with clients as they evaluate their retirement options and plan for the future. Our advisors have experience with a range of retirement account types, including 403(b) plans, and regularly work with educators and school administrators to help explain available plan features.
Through Lincoln Investment, advisors affiliated with The Legend Group offer access to a selection of retirement plan accounts and provide guidance to help individuals choose options that align with their personal needs and goals.
Investors may select and hold mutual funds from multiple fund families within a single account. Fixed and variable annuities may also be available, depending on the type of retirement account you have.
Advisors can help explain the retirement plan options available to individuals, whether through employer-sponsored plans or personal retirement accounts.
These options may be available to individuals with earned income, regardless of employment status:
Traditional IRA
Roth IRA
Plans for Small Businesses and Corporations
Employer-sponsored retirement plans can be a significant benefit for employees and a crucial consideration for business owners.
If you own or work for a small business, the following retirement plan options may be available:
Use the articles below as a general guide during your retirement planning process, or contact us to schedule a complimentary review of your retirement plan.
Reinvesting RMDs: Here’s What You Need to Know…
You may not need to use your Required Minimum Distributions (RMDs) when you are first required to begin taking them. Learn more about potential options for reinvesting distributions and related considerations.
Once you enter retirement, various factors can impact how long your savings will last. This article outlines key considerations to review as part of retirement planning.
Inevitable planning missteps can create challenges later in retirement. Learn about common retirement planning mistakes and steps that may help you avoid them.
Comparing your retirement savings to broader benchmarks can provide helpful context. This article explores how individuals evaluate their retirement preparedness.
You’ve worked throughout your career toward retirement. This guide is designed to help educators better understand retirement planning considerations and available resources.
