We make no representation as to the completeness or accuracy of information provided at these sites. 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. Below is … For 50 years, The Legend Group has been helping investors work toward achieving their financial goals. 403 (b) Plan Investment Options. 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). sale of any security. USAA Life Insurance Company. Click Icons for Details: Online Enrollment Available Agent Contact Information Available Additional Information Available Upon Request × … Tax or legal services are not offered through, nor supervised by Lincoln Investment. Phone: (888) 883-6710 • Facsimile: (561) 775-7635 • e-Mail: Copyright © 2019 The Legend Group/ADSERV. Legend has a wide product array including mutual funds, variable and fixed annuities. The Legend Group WNY. The information in this material is not intended as tax or legal advice. Fax: (716) 837-3099 Plan Details. For over 50 years, The Legend Group - A Lincoln Investment Company, has been helping investors to work toward their financial goals. For information on your plan provider including plan provisions and plan forms. Click here to email me The Legend Group's mission is to deliver professional investment advice and service. Corporate office: 4600 E. Park Dr., Suite 300, Palm Beach Gardens, FL 33410. Forms … 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 addition, through Lincoln Investment, Legend advisors offer fixed and variable annuity options. 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/ADSERV can only accept agreements signed by BOTH the Employee and the Employer. This program selects investment providers that are able to offer 403(b) investment options to school districts across the country. View the 403(b) Plan Document for information on loans, transfers distributions, contribution limits, and eligibility. Withdrawals from 403 (b) are taxed as ordinary income in the year received. 1-877-819-7455 . The opinions expressed and Tax, legal, or Social Security claiming advice is not offered through, nor supervised by Lincoln Investment or Capital Analysts. Retirement. Toll-Free: (800) 735-9395. Please contact provider. Distributions prior to age 59½ may incur an additional 10% penalty. representative, broker - dealer, state - or SEC - registered investment advisory firm. The content is developed from sources believed to be providing accurate information. 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. The Legend Group/Adserv. 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 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. Please consult legal or tax professionals E-mail: Send Email. 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. A local financial advisor is available to help you plan for the retirement and financial goals you envision. 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. www.lincolninvestment.com. 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 * Withdrawals are taxed as ordinary income in the year received. Ph: (561) 694-0110 FMG Suite to provide information on a topic that may be of interest. In 2017 Michael will be celebrating his 35th Wedding Anniversary with his Chief of … The Legend Group WNY. Advisory services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers. In addition, through Lincoln Investment, Legend advisors offer fixed and variable annuity options. The Legend Group/Adserv. When you link to any of these websites provided here, you are leaving this site. Otherwise, the distribution would be treated as part return of principal and part taxable earnings. 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. Tax penalties and penalties for early withdrawal may apply if funds are withdrawn prior to age 59 ½. 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. We take protecting your data and privacy very seriously. 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). 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 is an innovator of several services that are now common for §403 (b) plans. You can reach us on phone number (520) 514-5143, fax number or email address . 403(b) Plan Document Not Provided. please contact our 403b Administration Department. Pam Faulkner Benefits Coordinator faulknerp@leonschools.net. The Legend Group WNY: Buffalo, NY Financial Planners and 403b Representatives 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 do not guarantee their accuracy, or applicability to your circumstances. 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. Legend Group is a financial advisory firm in Tucson, Arizona. Check the background of your financial professional on FINRA's BrokerCheck. NEXT: 12 SMART REASONS TO SAVE FOR RETIREMENT WITH A LEGEND 403(B) / ROTH 403(B). 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. Toll-Free: (800) 735-9395. Vanguard Fiduciary Trust Co. If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. *2. When you are eligible to begin withdrawing from your account, your advisor can assist with the distribution of your funds as you advise. Toll-Free: (800) 735-9395. Results depend on many factors, including the assumptions you provide and may vary with each use and over time. Voya Financial (Natl NY) 1-800-584-6001 . The Legend Group, A Lincoln Investment Company . We do not guarantee their accuracy, or applicability to your circumstances. *1, Some employers also offer Roth 403(b) accounts, providing participants with the option to build tax-free retirement income. All rights reserved. With Lincoln Investment, investors may pursue their goals through various asset management strategies. Full-service broker-dealer and registered investment adviser, serving over 355,000 investors, representing over $41.0 billion in assets. FMG Suite is not affiliated with the named 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. 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. Office: (716) 837-3335. A 10% premature withdrawal penalty may apply to the earnings. Roth Eligible: Yes. 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. 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. The Legend Group-A Lincoln Investment Co (888) 883-6710 Employer Point Of Contact Leon County Schools. Our advisors are prepared to guide you in setting realistic objectives, and assist you in designing an investment strategy to help you reach them. Fax: (716) 837-3099 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. 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