Legacy Financial Solutions is a trusted financial advisory firm based in Mesa, AZ, with a team of experienced advisors who specialize in assisting retirees in securing their financial future and enjoying a worry-free retirement. With a focus on preserving capital and minimizing taxes, Legacy offers services such as converting taxable IRAs to tax-free dollars, ensuring the protection of wills or trusts for IRAs, and guaranteeing market gains without market risks.
With over 100 years of combined experience, Legacy Financial Solutions provides comprehensive solutions to help retirees maximize their retirement savings, minimize taxation, and avoid estate income taxes. Their expertise extends to reducing Social Security taxation, converting MRDs into tax-free dollars, and eliminating the need for nursing home insurance, all aimed at helping clients stretch their IRAs and achieve a secure financial future.
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