In addition, through Lincoln Investment, Legend advisors offer fixed and variable annuity options. for specific information regarding your individual situation. What’s more, this only requires the establishment of one investment provider agreement. A 10% premature withdrawal penalty may apply to the earnings. Contributions may be made to a Roth 403(b) account in addition to, or in place of a traditional 403(b) account, and your maximum annual contribution limit may be divided between the two accounts in any manner you wish. Tax, legal, or Social Security claiming advice is not offered through, nor supervised by Lincoln Investment or Capital Analysts. The Legend Group WNY. This program selects investment providers that are able to offer 403(b) investment options to school districts across the country. Advisory services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers. Please contact provider. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC. Legend Group Account. The information in this material is not intended as tax or legal advice. If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Results depend on many factors, including the assumptions you provide and may vary with each use and over time. Pam Faulkner Benefits Coordinator faulknerp@leonschools.net. representative, broker - dealer, state - or SEC - registered investment advisory firm. Toll-Free: (800) 735-9395. Vanguard. In addition, through Lincoln Investment, Legend advisors offer fixed and variable annuity options. The Legend Group advisor, through Lincoln Investment, establishes the plan in accordance with your employer’s instructions and directs your contributions to the appropriate investments. Your financial professional can guide you in selecting the strategies that are best suited to your needs, based on investment objectives, risk tolerance, investment time horizon and financial status. Whether you have five thousand or five million dollars to invest – each client has their own specific needs, tolerance for risk and long-term goals. Fax: (716) 837-3099 All investment options are subject to employer approval. Nor are we liable for any direct or indirect technical or system issues or consequences arising out of your access to or use of these third-party sites. Securities offered through Legend Equities Corporation, Member FINRA& SIPC. Roth Eligible: Yes. A participant would also qualify for tax-free distributions if the account was held for five years and the account owner became disabled (under the strict definition of disability of §72(p) of the IRS code). All rights reserved. Ph: (561) 694-0110 Please consult legal or tax professionals We do not guarantee their accuracy, or applicability to your circumstances. The Legend Group WNY. Calculators are provided only as general self-help planning tools. Legend Group is a financial advisory firm in Tucson, Arizona. The Legend Group, the provider of the investments all these teachers hold, last year fired Walter Marino, their broker, according to a spokesman for the firm, who said his departure was unrelated to the investment fees. Results depend on many factors, including the assumptions you provide and may vary with each use and over time. Phone: (833) 965-0068. Some of this material was developed and produced by The content is developed from sources believed to be providing accurate information. Voya Financial (Natl NY) 1-800-584-6001 . We do not guarantee their accuracy, or applicability to your circumstances. Website: Visit Website. Forms … Legend is an independent, full-service investment planning firm offering a wide variety of retirement plan accounts, investment advisory services through Capital Analysts or Lincoln Investment, college savings plans, insurance products and non-qualified investments. Below is … Phone: 1-888-883-6710 7:30 AM - 5:30 PM Eastern Standard Time E-mail: adserv403b@legendgroup.com Mailing Address: 4600 East Park Drive Suite 300 Palm Beach Gardens, Florida 33410 You can reach us on phone number (520) 514-5143, fax number or email address . Through Lincoln Investment, your Legend advisor provides diversification, asset allocation techniques, professional investment selection and ongoing investment management through actively managed portfolios with objectives that range from conservative to aggressive. When you access one of these sites, you are leaving our website and assume total responsibility for your use of the sites you are visiting. Legend has a wide product array including mutual funds, variable and fixed annuities. Office: (716) 837-3335. View the 403(b) Plan Document for information on loans, transfers distributions, contribution limits, and eligibility. With a traditional 403(b), contributions are made via pre-tax payroll deductions, and both contributions and investment earnings are treated as tax-deferred until withdrawal. When you are eligible to begin withdrawing from your account, your advisor can assist with the distribution of your funds as you advise. Through Lincoln Investment, your Legend advisor offers professional portfolio management services to a range of investors, from teachers to small business owners to large corporate entities. 1. A local financial advisor is available to help you plan for the retirement and financial goals you envision. OMNI was proud to virtually join NYSASBO in the Virtual 2020 School Business Management Workshop, addressing COVID related distributions & loans, 403(b) and 457(b) updates and more. VALIC. Message from The Legend Group. Distributions prior to age 59½ may incur an additional 10% penalty. The Legend Group WNY. Approved Vendors. Full-service broker-dealer and registered investment adviser, serving over 355,000 investors, representing over $41.0 billion in assets. We make no representation as to the completeness or accuracy of information provided at these sites. Office: (716) 837-3335. The Legend Group's mission is to deliver professional investment advice and service. Our advisors are prepared to guide you in setting realistic objectives, and assist you in designing an investment strategy to help you reach them. If you are employed by an educational institution, hospital, or certain other not-for-profit organizations, you may have the opportunity to invest in a tax-advantaged retirement program known as a 403(b) plan. This site has been prepared solely for information purposes is not intended to be a solicitation, offer or sale of securities products or investment advisory services to anyone who resides outside of the United States. Diversification does not assure a profit or protect against market loss. Mr. Marino didn’t return calls seeking comment on his departure from Legend. Our primary business focus is a commitment to successful retirement plan management. 155014 legend group 403b 155015 legend group 457b 155003 national life group * 155006 metlife investors 155009 pfs - primerica roth 403b 155016 pfs - primerica 403b 155040 plan member financial 403b 155042 plan member roth 403b 155041 plan member srvc 457b 155035 reliastar ing 457b * FMG Suite to provide information on a topic that may be of interest. Where will your retirement money come from? NEXT: 12 SMART REASONS TO SAVE FOR RETIREMENT WITH A LEGEND 403(B) / ROTH 403(B). 403 (b) Plan Investment Options. *1, Some employers also offer Roth 403(b) accounts, providing participants with the option to build tax-free retirement income. Vanguard Fiduciary Trust Co. We take protecting your data and privacy very seriously. This means you can build your portfolio with a selection of nationally recognized mutual funds and/or annuities, all offered through a single investment provider—Lincoln Investment. Your advisor can assist §403 (b) plan participants with selecting and holding investments from multiple mutual fund families in one account. Michael DiLullo, CFP® CERTIFIED FINANCIAL PLANNER™ practitioner Phone: 716.837.3335 Toll Free: 800.735.9395 E-mail:michaeldilullo@legendequities.com Click here to view your. Through Lincoln Investment, The Legend Group Financial Professionals offer over 3000 non-proprietary mutual funds. Michael Bordonaro has been servicing clients as a Registered Representative of The Legend Group since 1984. please contact our 403b Administration Department. Tax or legal services are not offered through, nor supervised by Lincoln Investment. For information on your plan provider including plan provisions and plan forms. Plan Details. Lincoln Investment and its Financial Representatives may only transact business in a particular state if first registered and only after complying with registration requirements. The Legend Group, A Lincoln Investment Company . While Roth 403(b)s are funded with after-tax dollars, these accounts may grow tax-free, and all qualified withdrawals are tax-free. Today, The Legend Group is a full service planning firm offering 403(b), 4057(b), 401(a) Discriminatory Plans, IRA, Simple IRA, 457(f), 401(k) Plans, College Saving and Non-Qualified Investments. We make no representation as to the completeness or accuracy of information provided at these sites. By making regular contributions to a 403(b)/TSA account, you have a convenient means to enhance your retirement savings as you work toward building your financial future. For employer access to administrative functions, billing and forms. Check the background of your financial professional on FINRA's BrokerCheck. For over 50 years, The Legend Group - A Lincoln Investment Company, has been helping investors to work toward their financial goals. With Lincoln Investment, investors may pursue their goals through various asset management strategies. When you link to any of these websites provided here, you are leaving this site. He said that Vanguard may be making some changes soon and offering Roth 403b, Admiral Shares, and possibly changing the $15 per fund fee to $20 for multiple funds (if I understood what he said correctly). Prior to joining the Legend Group, he was a Certified Secondary Education History Instructor. The Legend Group is a consulting services provider offering quality solutions for our clients for over 50 years. Through Lincoln Investment, our Financial Professionals offer a wide variety of products to our clients with personalized service and attention and help make investing easy. The Legend Group/Adserv. *2. Your employer determines the provisions of the plan, including investment options and optional plan features such as the ability to defer to a Roth 403(b) or take a loan. www.lincolninvestment.com. For home office admininstrators to access documents, view TPAs and other plan data. The Legend Group/ADSERV, 4600 East Park Drive, Suite 300, Palm Beach Gardens, Florida 33410 Phone: 1-800-749-4221 • Facsimile: (561) 626-6465 • e-Mail: ebadepartment@legendgroup.com Advisory services offered through Lincoln Investment, Registered Investment Advisers. Lincoln Investment is registered as an investment adviser with the U.S. Securities and Exchange Commission and Lincoln Investment is registered as a broker/dealer in all 50 states. Click Icons for Details: Online Enrollment Available Agent Contact Information Available Additional Information Available Upon Request × … As the coronavirus has emerged and spread, we wanted to share with you how we are responding, and how we are prepared to keep our clients, advisors, and employees informed, safe and healthy. The Legend Group-A Lincoln Investment Co (888) 883-6710 Employer Point Of Contact Leon County Schools. These calculators are provided only as general self-help planning tools. sale of any security. FMG Suite is not affiliated with the named The Legend Group/ADSERV, 4600 East Park Drive, Suite 300, Palm Beach Gardens, Florida 33410 Phone: (888) 883-6710 • Facsimile: (561) 775-7635 • e-Mail: Advisory services offered through Lincoln Investment, Registered Investment Advisers. Toll-Free: (800) 735-9395. The Legend Group is a P3 Provider in The Omni Group’s "preferred provider program." Furthermore, in the event of the account holder’s death, beneficiaries would receive tax-free distributions if the account was held for at least five years. Phone: (888) 883-6710 • Facsimile: (561) 775-7635 • e-Mail: Copyright © 2019 The Legend Group/ADSERV. Retirement. The Legend Group's turnkey retirement plan approach can make retirement planning easier for organizations by offering a value service. material provided are for general information, and should not be considered a solicitation for the purchase or When you access one of these sites, you are leaving our website and assume total responsibility for your use of the sites you are visiting. The Legend Group/ADSERV can only accept agreements signed by BOTH the Employee and the Employer. Office: (716) 837-3335. Fax: (716) 837-3099 As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Toll-Free: (800) 735-9395. Click here to email me When you link to any of these websites provided here, you are leaving this site. 2757 W. Pensacola St. Tallahassee, FL 32304 Phone: (850) 487-7150 Employer Website. Distributions from a traditional retirement account are subject to ordinary income taxes in the year distributed. 2. Otherwise, the distribution would be treated as part return of principal and part taxable earnings. Your advisor can assist §403(b) plan participants with selecting and holding investments from multiple mutual fund families in one account. Corporate office: 4600 E. Park Dr., Suite 300, Palm Beach Gardens, FL 33410. The opinions expressed and Fax: (716) 837-3099 403(b) Plan Document Not Provided. The Legend Group/Adserv. The Legend Group WNY: Buffalo, NY Financial Planners and 403b Representatives Withdrawals from 403 (b) are taxed as ordinary income in the year received. USAA Life Insurance Company. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC, The Legend Group/ADSERV, 4600 East Park Drive, Suite 300, Palm Beach Gardens, Florida 33410 Phone: 1-800-749-4221 • Facsimile: (561) 626-6465 • e-Mail: ebadepartment@legendgroup.com Advisory services offered through Lincoln Investment, Registered Investment Advisers. Withdrawals are taxed as ordinary income in the year received. Advisory services offered through Lincoln Investment, Registered Investment Advisers. In order for the Roth §403(b) account to be distributed tax-free, it must be funded for a minimum of five years and the account holder must have attained age 59½. For 50 years, The Legend Group has been helping investors work toward achieving their financial goals. 1-877-819-7455 . 403B Investments A 403(b) plan is a U.S. tax -advantaged retirement savings plan available for public education organizations , some non-profit employers, cooperative hospital service organizations, and self-employed ministers in the United States . The Legend Group WNY: Buffalo, NY Financial Planners and 403b Representatives Nor are we liable for any direct or indirect technical or system issues or consequences arising out of your access to or use of these third-party sites. This financial advisor is listed on Financial Advisory Firms under Financial Consulting - . E-mail: Send Email. The portfolios are monitored regularly and reallocated as deemed necessary in an attempt to capitalize on potential market opportunities and help minimize the impact of market downturns. The Lincoln Investment Companies and their Financial Representatives may only transact business in a particular state if first registered and only after complying with registration requirements. In 2017 Michael will be celebrating his 35th Wedding Anniversary with his Chief of … This site has been prepared solely for information purposes is not intended to be a solicitation, offer or sale of securities products or investment advisory services to anyone who resides outside of the United States. Capital Analysts and Lincoln Investment are registered as investment advisers with the U.S. Securities and Exchange Commission and Lincoln Investment is registered as a broker/dealer in all 50 states. The Legend Group is an innovator of several services that are now common for §403 (b) plans. Our history is rooted in the development of products and services for retirement plans, and over the years we have played an influential role in the evolution of the 403b retirement plan market. 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