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. The Legend Group WNY. 1. 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. Phone: (888) 883-6710 • Facsimile: (561) 775-7635 • e-Mail: Copyright © 2019 The Legend Group/ADSERV. 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. Michael Bordonaro has been servicing clients as a Registered Representative of The Legend Group since 1984. *2. The Legend Group is a consulting services provider offering quality solutions for our clients for over 50 years. Results depend on many factors, including the assumptions you provide and may vary with each use and over time. Website: Visit Website. Approved Vendors. 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. 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. This program selects investment providers that are able to offer 403(b) investment options to school districts across the country. material provided are for general information, and should not be considered a solicitation for the purchase or For employer access to administrative functions, billing and forms. representative, broker - dealer, state - or SEC - registered investment advisory firm. Diversification does not assure a profit or protect against market loss. Fax: (716) 837-3099 Advisory services offered through Lincoln Investment, Registered Investment Advisers. 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. Otherwise, the distribution would be treated as part return of principal and part taxable earnings. 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. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals 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. Click here to email me All investment options are subject to employer approval. 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). Message from The Legend Group. A 10% premature withdrawal penalty may apply to the earnings. The Legend Group, A Lincoln Investment Company . 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. 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. Our advisors are prepared to guide you in setting realistic objectives, and assist you in designing an investment strategy to help you reach them. Legend Group is a financial advisory firm in Tucson, Arizona. The Legend Group/Adserv. 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. Our primary business focus is a commitment to successful retirement plan management. Results depend on many factors, including the assumptions you provide and may vary with each use and over time. 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. We make no representation as to the completeness or accuracy of information provided at these sites. For over 50 years, The Legend Group - A Lincoln Investment Company, has been helping investors to work toward their financial goals. The opinions expressed and Office: (716) 837-3335. 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. When you link to any of these websites provided here, you are leaving this site. Tax or legal services are not offered through, nor supervised by Lincoln Investment. 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. 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. In addition, through Lincoln Investment, Legend advisors offer fixed and variable annuity options. Full-service broker-dealer and registered investment adviser, serving over 355,000 investors, representing over $41.0 billion in assets. 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. 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. When you are eligible to begin withdrawing from your account, your advisor can assist with the distribution of your funds as you advise. Voya Financial (Natl NY) 1-800-584-6001 . Plan Details. Forms … 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. FMG Suite is not affiliated with the named 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. The Legend Group WNY: Buffalo, NY Financial Planners and 403b Representatives The Legend Group/ADSERV can only accept agreements signed by BOTH the Employee and the Employer. 1-877-819-7455 . 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. 2. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC, Phone: (833) 965-0068. E-mail: Send Email. Roth Eligible: Yes. 403 (b) Plan Investment Options. for specific information regarding your individual situation. In 2017 Michael will be celebrating his 35th Wedding Anniversary with his Chief of … With Lincoln Investment, investors may pursue their goals through various asset management strategies. Retirement. 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. 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. Legend has a wide product array including mutual funds, variable and fixed annuities. Calculators are provided only as general self-help planning tools. 403(b) Plan Document Not Provided. The Legend Group is a P3 Provider in The Omni Group’s "preferred provider program." Where will your retirement money come from? Some of this material was developed and produced by For home office admininstrators to access documents, view TPAs and other plan data. You can reach us on phone number (520) 514-5143, fax number or email address . Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC. Please contact provider. We do not guarantee their accuracy, or applicability to your circumstances. Toll-Free: (800) 735-9395. We do not guarantee their accuracy, or applicability to your circumstances. Ph: (561) 694-0110 The Legend Group's turnkey retirement plan approach can make retirement planning easier for organizations by offering a value service. All rights reserved. In addition, through Lincoln Investment, Legend advisors offer fixed and variable annuity options. sale of any security. Mr. Marino didn’t return calls seeking comment on his departure from Legend. The Legend Group-A Lincoln Investment Co (888) 883-6710 Employer Point Of Contact Leon County Schools. 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. Toll-Free: (800) 735-9395. 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. The Legend Group WNY. 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. 2757 W. Pensacola St. Tallahassee, FL 32304 Phone: (850) 487-7150 Employer Website. FMG Suite to provide information on a topic that may be of interest. Tax penalties and penalties for early withdrawal may apply if funds are withdrawn prior to age 59 ½. Office: (716) 837-3335. 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. If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. The Legend Group WNY. We make no representation as to the completeness or accuracy of information provided at these sites. Lincoln Investment and its Financial Representatives may only transact business in a particular state if first registered and only after complying with registration requirements. Office: (716) 837-3335. While Roth 403(b)s are funded with after-tax dollars, these accounts may grow tax-free, and all qualified withdrawals are tax-free. These calculators are provided only as general self-help planning tools. Pam Faulkner Benefits Coordinator faulknerp@leonschools.net. Legend Group Account. For information on your plan provider including plan provisions and plan forms. Distributions prior to age 59½ may incur an additional 10% penalty. VALIC. We take protecting your data and privacy very seriously. 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). When you link to any of these websites provided here, you are leaving this site. www.lincolninvestment.com. Advisory services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers. USAA Life Insurance Company. Fax: (716) 837-3099 Check the background of your financial professional on FINRA's BrokerCheck. Vanguard. The content is developed from sources believed to be providing accurate information. 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. Corporate office: 4600 E. Park Dr., Suite 300, Palm Beach Gardens, FL 33410. Distributions from a traditional retirement account are subject to ordinary income taxes in the year distributed. 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. For 50 years, The Legend Group has been helping investors work toward achieving their financial goals. Vanguard Fiduciary Trust Co. Securities offered through Legend Equities Corporation, Member FINRA& SIPC. 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. 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. 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 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. Tax, legal, or Social Security claiming advice is not offered through, nor supervised by Lincoln Investment or Capital Analysts. The Legend Group is an innovator of several services that are now common for §403 (b) plans. NEXT: 12 SMART REASONS TO SAVE FOR RETIREMENT WITH A LEGEND 403(B) / ROTH 403(B). The Legend Group/ADSERV, 4600 East Park Drive, Suite 300, Palm Beach Gardens, Florida 33410. *1, Some employers also offer Roth 403(b) accounts, providing participants with the option to build tax-free retirement income. 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/Adserv. Prior to joining the Legend Group, he was a Certified Secondary Education History Instructor. Withdrawals from 403 (b) are taxed as ordinary income in the year received. Your advisor can assist §403 (b) plan participants with selecting and holding investments from multiple mutual fund families in one account. You decide how much you wish to invest each pay period, how your contributions will be allocated among the available investment options, and later, how your assets will be distributed. What’s more, this only requires the establishment of one investment provider agreement. Your advisor can assist §403(b) plan participants with selecting and holding investments from multiple mutual fund families in one account. 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 . This financial advisor is listed on Financial Advisory Firms under Financial Consulting - . A local financial advisor is available to help you plan for the retirement and financial goals you envision. Below is … The Legend Group's mission is to deliver professional investment advice and service. Fax: (716) 837-3099 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. View the 403(b) Plan Document for information on loans, transfers distributions, contribution limits, and eligibility. please contact our 403b Administration Department. 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. 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. Withdrawals are taxed as ordinary income in the year received. 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