Frequently Asked Questions
What services does Legacy Retirement offer?
Legacy Retirement specializes in tax-free retirement planning, Roth conversions, annuities, and comprehensive retirement planning services. Our goal is to help you achieve a secure and prosperous retirement.
Who is Prince Muogbo, and what is his background in retirement planning?
Prince Muogbo is the founder and lead advisor at Legacy Retirement. With over 15 years of experience in retirement planning and financial management, Prince brings a wealth of knowledge and expertise to help clients achieve their retirement goals.
What is tax-free retirement, and how can it benefit me?
Tax-free retirement involves strategic planning to minimize your tax liability during retirement, allowing you to maximize your savings and enjoy a more financially secure future. We'll work with you to implement tax-efficient strategies tailored to your individual circumstances.
What is a Roth conversion, and how can it impact my retirement savings?
A Roth conversion involves converting a traditional retirement account (like a 401(k) or IRA) into a Roth IRA. This can potentially lead to tax-free withdrawals in retirement. We'll assess whether a Roth conversion is a beneficial strategy for you based on your financial situation.
What are annuities, and how do they fit into my retirement plan?
Annuities are financial products that provide a guaranteed stream of income in retirement. They can be an essential component of a well-rounded retirement plan, offering stability and security. Our team will help you choose the right type of annuity to meet your specific needs.
How do I get started with Legacy Retirement's services?
Getting started is easy! Simply contact us through our website or give us a call to schedule an initial consultation. During this meeting, we'll discuss your financial goals and explore how our services can benefit you.
How does Legacy Retirement personalize retirement plans for individual clients?
We take a personalized approach to retirement planning, considering factors such as your current financial situation, goals, risk tolerance, and time horizon. This allows us to create a tailored plan that aligns with your unique circumstances and aspirations.
What is the importance of regular reviews and adjustments to my retirement plan?
Your financial situation and goals may change over time. Regular reviews and adjustments to your retirement plan ensure that it remains aligned with your evolving needs. This proactive approach helps you stay on track towards achieving your retirement objectives.
Can I schedule a consultation with Prince Muogbo and the Legacy Retirement team?
Absolutely! We encourage you to schedule a consultation with Prince Muogbo and our team. This initial meeting is an opportunity for us to get to know you better and determine how we can best assist you in planning for your retirement.
What should I expect during a consultation with Legacy Retirement?
During a consultation, you can expect an open and informative discussion about your financial goals and concerns. We'll provide insights into our services and how they can benefit you. It's also a chance for you to ask any questions you may have about the retirement planning process.
Lead a comfortable life while we take care of your finances.
20-30
Years on average, retirement can last
7%
Average Annual Return
Don't take our words for it, Hear from our clients
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George Owens
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Max Tanner
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Billy Jackson
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