Newsletters
“Imagine That™!“
Selling Your Business or Real Estate? How About A 40-Year Tax Deferral?
By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP, WMCP | Wealth Legacy Group®, Inc. | San Diego, CA In our July Newsletter, we shared what’s happening …
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 …
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, …
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 …
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 …
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 …
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 …
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 …
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 …
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