All rights reserved. Fax: (716) 837-3099 VALIC. The Legend Group/ADSERV can only accept agreements signed by BOTH the Employee and the Employer. 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. 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). 2757 W. Pensacola St. Tallahassee, FL 32304 Phone: (850) 487-7150 Employer Website. Website: Visit Website. In 2017 Michael will be celebrating his 35th Wedding Anniversary with his Chief of … 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. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC, All investment options are subject to employer approval. This financial advisor is listed on Financial Advisory Firms under Financial Consulting - . Otherwise, the distribution would be treated as part return of principal and part taxable earnings. Forms … *1, Some employers also offer Roth 403(b) accounts, providing participants with the option to build tax-free retirement income. A 10% premature withdrawal penalty may apply to the earnings. 2. 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. 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. FMG Suite to provide information on a topic that may be of interest. for specific information regarding your individual situation. Toll-Free: (800) 735-9395. E-mail: Send Email. Our primary business focus is a commitment to successful retirement plan management. 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. What’s more, this only requires the establishment of one investment provider agreement. 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. 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. Plan Details. Tax penalties and penalties for early withdrawal may apply if funds are withdrawn prior to age 59 ½. 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. Results depend on many factors, including the assumptions you provide and may vary with each use and over time. We make no representation as to the completeness or accuracy of information provided at these sites. 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. Vanguard Fiduciary Trust Co. 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. The Legend Group/Adserv. 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. Please consult legal or tax professionals 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. Through Lincoln Investment, The Legend Group Financial Professionals offer over 3000 non-proprietary mutual funds. Results depend on many factors, including the assumptions you provide and may vary with each use and over time. Click here to email me Advisory services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers. The Legend Group is a P3 Provider in The Omni Group’s "preferred provider program." The Legend Group WNY. 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. 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. 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 * 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. The content is developed from sources believed to be providing accurate information. Toll-Free: (800) 735-9395. 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. Mr. Marino didn’t return calls seeking comment on his departure from Legend. Voya Financial (Natl NY) 1-800-584-6001 . If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Office: (716) 837-3335. Withdrawals from 403 (b) are taxed as ordinary income in the year received. Our advisors are prepared to guide you in setting realistic objectives, and assist you in designing an investment strategy to help you reach them. The Legend Group is a consulting services provider offering quality solutions for our clients for over 50 years. *2. Roth Eligible: Yes. material provided are for general information, and should not be considered a solicitation for the purchase or 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. USAA Life Insurance Company. Office: (716) 837-3335. You can reach us on phone number (520) 514-5143, fax number or email address . 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. In addition, through Lincoln Investment, Legend advisors offer fixed and variable annuity options. Pam Faulkner Benefits Coordinator faulknerp@leonschools.net. 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. Phone: (833) 965-0068. In addition, through Lincoln Investment, Legend advisors offer fixed and variable annuity options. 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. Some of this material was developed and produced by sale of any security. 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. The Legend Group is an innovator of several services that are now common for §403 (b) plans. 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