April 15 can be a dreaded day, or a celebrated one. Legacy Retirement Services understands the importance of making sure you take advantage of all the tax deductions and exemptions available to you, as well as understand the commonly overlooked tax reduction strategies for retirement. We are up-to-date on the latest tax planning and potential reduction strategies for retirees. We can assist with IRA or other retirement account roll-overs and transfers, ensuring you don’t pay any unnecessary taxes, penalties and fees. We can also work with you to understand your Required Minimum Distributions (RMDs) and how to take them so your income in retirement is maximized.
P 303.231.1008 355 S. Teller Street, Ste 200 Lakewood, 80226
This information is designed to provide a general overview with regard to the subject matter covered and is not state specific. The authors, publisher and host are not providing legal, accounting or specific advice for your situation.