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10.04.13

DEFINED BENEFIT TAX QUALIFIED PLAN

Definition of ‘Defined-Benefit Plan’ An employer-sponsored retirement plan where employee benefits are sorted out based on a formula using factors such as salary history and duration of employment. Investment risk and portfolio management are entirely under the control of the…

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10.04.13

DEFINED CONTRIBUTION TAX QUALIFIED PLAN

Defined contribution plans are an important way for companies to help their employees prepare for retirement. Defined contribution plans, including 401(k) plans, are company-sponsored, tax-deferred retirement savings plans. Growth in these plans typically depends on employee and/or employer contributions and…

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10.04.13

TRADITIONAL IRA TAX QUALIFIED PLAN

A traditional IRA is a tax-deferred retirement savings account. You pay taxes on your money only when you make withdrawals in retirement. Deferring taxes means all of your dividends, interest payments and capital gains can compound each year without being…

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10.04.13

ROTH IRA

A Roth IRA is a retirement savings account that allows your money to grow tax-free. You fund a Roth with after-tax dollars, meaning you’ve already paid taxes on the money you put into it. In return for no up-front tax…

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10.04.13

YOLK

YOLK

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10.03.13

Critical Illness In General

Critical Illness Insurance for Glendale, North Hollywood, Pasadena, Sherman Oaks, Northridge, Van Nuys & Surrounding California Areas What is Critical Illness Insurance? Critical Illness Insurance is a protection you can buy that will allow you, your family, and your lifestyle to…

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10.02.13

HOME PAGE

Legacy Partners Insurance & Financial Services, Inc. was formed with a vision of macro economics vs micro economics. As a company we look at the big picture, true capital, and ongoing wealth vs confusing mountain charts and imaginary wealth, which…

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10.02.13

Last expense

 Funeral & Burial Insurance for Glendale, North Hollywood, Pasadena, Sherman Oaks, Northridge, Van Nuys & Surrounding California Areas Why Last Expense Protection? As you approach your final days, the last thing you want to leave your loved ones is the burden…

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10.02.13

DEFINED BENEFIT TAX QUALIFIED PLAN

Definition of ‘Defined-Benefit Plan’ An employer-sponsored retirement plan where employee benefits are sorted out based on a formula using factors such as salary history and duration of employment. Investment risk and portfolio management are entirely under the control of the…

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10.01.13

Get Quote

In this section you have an opportunity to get some insurance quotes. To request a quote please e-mail us and include census information including age or DOB, sex, current carrier, current rate, renewal rate, effective date and claim information for…

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