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“Imagine That™!“



6 Ways to Supercharge Your Retirement Assets

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP, WMCP | Wealth Legacy Group®, Inc. | San Diego, CA How much interest or compounding will you earn …
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Selling the Farm? How About a 30-Year Tax Deferral?

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP, WMCP | Wealth Legacy Group®, Inc. | San Diego, CA After speaking for a conference several years ago, …
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Increased Estate Tax Exemption: A Use or Lose Proposition

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP, WMCP | Wealth Legacy Group®, Inc. | San Diego, CAGreat news! The Federal estate tax exemption got bumped up again …
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News Alert! Do you Qualify for Deferred Income Tax Filing of Your 2022 Taxes?

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP, WMCP | Wealth Legacy Group®, Inc. | San Diego, CADo you live in one of the 51 counties in California …
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Top Business & Personal Tax Deductions That You May Be Missing

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP, WMCP | Wealth Legacy Group®, Inc. | San Diego, CAI had a client email me the other day trying to …
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IRS Audit Alert: Watch For These Red Flags!

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP, WMCP | Wealth Legacy Group®, Inc. | San Diego, CA There’s been a great deal of publicity over …
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How Much Can I Withdraw From My Retirement Account(s) & Not Run Out of Money?

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP, WMCP | Wealth Legacy Group®, Inc. | San Diego, CA It seems I am hearing more and more …
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Where, Oh Where, Can I Find More After-Tax Income?

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP, WMCP | Wealth Legacy Group®, Inc. | San Diego, CA Imagine for a moment that you could invest …
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What are Your Goals for 2023 – Financial & More?

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP, WMCP | Wealth Legacy Group®, Inc. | San Diego, CA Happy 2023! Just for fun, let me test …
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4540 Kearny Villa Road
Suite 114
San Diego, CA 92123
Office: (858) 569-0633
Fax: (858) 333-4942
info@wealthlegacygrp.com

4540 Kearny Villa Road
Suite 114
San Diego, CA 92123
Office: (858) 569-0633
Fax: (858) 333-4942
info@wealthlegacygrp.com