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Expert IRA Planning for Boomers
MINIMIZE TAXES | STABALIZE INCOME | INVEST WISELY
One Step Ahead
Who We Help
We work with individuals, primarily age 50 and above, who are experiencing a transitional point in their lives such as retirement, a career change or going through a divorce.
three steps to success
We Guide You Every Step Of The Way
Many employers have abandoned pensions and turned to 401(k)’s and similar plans. As a part of this shift, IRA’s have taken on an increasingly important role.
01
learning All about You
We believe building a strong retirement roadmap starts by understanding you and your finances.
02
Pair you up with the Perfect IRA Plan
We explain the rhyme and reason behind our recommendations so you understand the purpose and benefits each step of the way.
03
Your thinking Partner
We believe that you should never feel alone with your financial decisions. Because IRA planning interacts with so many aspects of your life, we offer a holistic approach.
IRA Planning Solutions
Explore What We Do Best
IRA planning interacts with so many aspects of your life, we offer a holistic approach.
Tax Optimization
Estate Plans
Aaron J. Britz
Founder & CEO
AARON J. BRITZ, RFC
Welcome! I’m a native Minnesotan and I have worked for large investment firms for part of my career. My time was spent making money for the company first and then for the clients second. I wanted to change that.
In 2005, I opened Legacy Wealth Management, Inc. now referred to as Legacy Retirement Advisors. We are RFC® professionals and come along side of individuals with a collaborative approach to them live live out their retirement years. Sounds cheesy I know, but it’s true.
We help individuals over the age of 50 minimize taxes, invest wisely and enjoy the retirement they desire.
When I am not developing IRA planning strategies, you can find me spending time with my wife (who has great cookie website) and our three kids and our Weimaraner traveling to Colorado enjoying the mountains.
Baby Boomer's Guide to IRA Planning
- Can I still contribute
- What type of IRA is right for me?
- When do I need to take withdrawals & how much?
- How are IRA withdrawals taxed?
- What happens when I die?
- How do the new tax laws affect me?
- How can I minimize taxes?
You Deserve The best retirement can offer
with 20 years of Financial Advisory experience
Quick Contact
established in 2005, ‘LEGACY’ strives to get Financial Independence for their clients. we believe in good and honest partnerships, and we will be there every step of the way.
Head Office
- 507-995-3414
- ajb@lradvisor.com
