Retirement Resources
Free educational resources from Legacy Income Advisors, written to help you make smarter, more confident decisions about your retirement and estate.
Most of what's here supports one of the two decisions we help with. Start with yours:
Featured Videos
Watch John cover retirement, estate planning, and the tax consequences that run through both.
Introduction to Legacy Income Advisors
Meet John Sanchez
Blended Families and Tax Considerations for Adult Children
Why Does Estate Planning Matter to Any Adult?
Latest Articles
Educational insights on retirement, taxes, and the decisions that come with them.
Why paying tax sooner can cost you less
Retirement accounts are taxed when the money comes out, not when it goes in. Waiting for the bill to arrive on its own schedule is what makes it expensive.
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Understanding the Difference Between Income Tax and Capital Gains Tax
In the realm of taxation, two terms often surface, income tax and capital gains tax. Both are crucial aspects of an individual's tax obligations, and investors need to understand how each one works.
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Minding Future Taxes, Traditional IRA vs. Roth IRA
When considering retirement savings options, it is paramount to understand the tax treatment of the various types of retirement accounts. Traditional IRAs and Roth IRAs each offer unique features.
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Demystifying the Life Insurance Medical Exam
What to expect during the underwriting appointment. A life insurance medical exam can feel intimidating, but understanding the process removes the mystery and helps you prepare.
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How to Protect Your Wealth in 2026
From inflation and market volatility to tax law changes, 2026 brings new challenges for retirees and pre-retirees. Here are the key strategies to protect your wealth this year.
Read Article →Financial Literacy Videos
Short, informative videos to help you understand key financial concepts.
Marginal Tax Rates
Traditional vs. Roth IRA
Social Security Benefits
Medicare Basics
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