Legacy Wealth Management

Roy A. Wells
CFP® CRPC®

Mark Griffin
CFP® CRPC®

(907) 283-5646

10735 Kenai Spur Highway
Suite 3
Kenai, AK 99611

Retirement

Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.

 
 
 
Retiring the 4% Rule

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Eight Mistakes That Can Upend Your Retirement

Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.

18 Years Worth of Days

18 Years Worth of Days

The average retirement lasts for 18 years. Are you prepared to fill that many days?

 

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence.

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

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Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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18 Years Worth of Days

The average retirement lasts for 18 years. Are you prepared to fill that many days?

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

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