Forms … The Legend Group WNY. Our advisors are prepared to guide you in setting realistic objectives, and assist you in designing an investment strategy to help you reach them. Tax, legal, or Social Security claiming advice is not offered through, nor supervised by Lincoln Investment or Capital Analysts. Your advisor can assist §403(b) plan participants with selecting and holding investments from multiple mutual fund families in one account. Through Lincoln Investment, The Legend Group Financial Professionals offer over 3000 non-proprietary mutual funds. 1-877-819-7455 . The Legend Group-A Lincoln Investment Co (888) 883-6710 Employer Point Of Contact Leon County Schools. Michael Bordonaro has been servicing clients as a Registered Representative of The Legend Group since 1984. Where will your retirement money come from? 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. The opinions expressed and A local financial advisor is available to help you plan for the retirement and financial goals you envision. 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. As the coronavirus has emerged and spread, we wanted to share with you how we are responding, and how we are prepared to keep our clients, advisors, and employees informed, safe and healthy. Legend has a wide product array including mutual funds, variable and fixed annuities. Prior to joining the Legend Group, he was a Certified Secondary Education History Instructor. Distributions prior to age 59½ may incur an additional 10% penalty. Retirement. We take protecting your data and privacy very seriously. Withdrawals from 403 (b) are taxed as ordinary income in the year received. 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. The Legend Group, A Lincoln Investment Company . 403(b) Plan Document Not Provided. Office: (716) 837-3335. 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. The Legend Group/ADSERV, 4600 East Park Drive, Suite 300, Palm Beach Gardens, Florida 33410. USAA Life Insurance Company. 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 do not guarantee their accuracy, or applicability to your circumstances. Tax penalties and penalties for early withdrawal may apply if funds are withdrawn prior to age 59 ½. The Legend Group/Adserv. Phone: (833) 965-0068. Legend Group Account. Our primary business focus is a commitment to successful retirement plan management. 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. The information in this material is not intended as tax or legal advice. 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. Toll-Free: (800) 735-9395. 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. Office: (716) 837-3335. VALIC. 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. Click here to email me Lincoln Investment and its Financial Representatives may only transact business in a particular state if first registered and only after complying with registration requirements. Please consult legal or tax professionals View the 403(b) Plan Document for information on loans, transfers distributions, contribution limits, and eligibility. When you are eligible to begin withdrawing from your account, your advisor can assist with the distribution of your funds as you advise. Diversification does not assure a profit or protect against market loss. 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. NEXT: 12 SMART REASONS TO SAVE FOR RETIREMENT WITH A LEGEND 403(B) / ROTH 403(B). Securities offered through Legend Equities Corporation, Member FINRA& SIPC. Phone: (888) 883-6710 • Facsimile: (561) 775-7635 • e-Mail: Copyright © 2019 The Legend Group/ADSERV. Corporate office: 4600 E. Park Dr., Suite 300, Palm Beach Gardens, FL 33410. Below is … 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. representative, broker - dealer, state - or SEC - registered investment advisory firm. 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. 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. 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. 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. FMG Suite is not affiliated with the named We make no representation as to the completeness or accuracy of information provided at these sites. 2. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC, Some of this material was developed and produced by 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 content is developed from sources believed to be providing accurate information. Click Icons for Details: Online Enrollment Available Agent Contact Information Available Additional Information Available Upon Request × … Results depend on many factors, including the assumptions you provide and may vary with each use and over time. This financial advisor is listed on Financial Advisory Firms under Financial Consulting - . This program selects investment providers that are able to offer 403(b) investment options to school districts across the country. Fax: (716) 837-3099 The Legend Group's turnkey retirement plan approach can make retirement planning easier for organizations by offering a value service. The Legend Group WNY. For employer access to administrative functions, billing and forms. With Lincoln Investment, investors may pursue their goals through various asset management strategies. 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. A 10% premature withdrawal penalty may apply to the earnings. 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. The Legend Group/Adserv. What’s more, this only requires the establishment of one investment provider agreement. The Legend Group is an innovator of several services that are now common for §403 (b) plans. Calculators are provided only as general self-help planning tools. The Legend Group/ADSERV can only accept agreements signed by BOTH the Employee and the Employer. 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 . Please contact provider. 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. 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). 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. 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. The Legend Group WNY. Advisory services offered through Lincoln Investment, Registered Investment Advisers. 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. Distributions from a traditional retirement account are subject to ordinary income taxes in the year distributed. Legend Group is a financial advisory firm in Tucson, Arizona. For home office admininstrators to access documents, view TPAs and other plan data. Check the background of your financial professional on FINRA's BrokerCheck. If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. 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. 403 (b) Plan Investment Options. Tax or legal services are not offered through, nor supervised by Lincoln Investment. All investment options are subject to employer approval. 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. Vanguard. In addition, through Lincoln Investment, Legend advisors offer fixed and variable annuity options. You can reach us on phone number (520) 514-5143, fax number or email address . Vanguard Fiduciary Trust Co. 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. The Legend Group's mission is to deliver professional investment advice and service. Plan Details. When you link to any of these websites provided here, you are leaving this site. Advisory services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers. 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. 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. Full-service broker-dealer and registered investment adviser, serving over 355,000 investors, representing over $41.0 billion in assets. Toll-Free: (800) 735-9395. In addition, through Lincoln Investment, Legend advisors offer fixed and variable annuity options. www.lincolninvestment.com. For information on your plan provider including plan provisions and plan forms. 1. Toll-Free: (800) 735-9395. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC. When you link to any of these websites provided here, you are leaving this site. Results depend on many factors, including the assumptions you provide and may vary with each use and over time. E-mail: Send Email. 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 FMG Suite to provide information on a topic that may be of interest. 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. sale of any security. Ph: (561) 694-0110 While Roth 403(b)s are funded with after-tax dollars, these accounts may grow tax-free, and all qualified withdrawals are tax-free. Website: Visit Website. Message from The Legend Group. Approved Vendors. Mr. Marino didn’t return calls seeking comment on his departure from Legend. for specific information regarding your individual situation. 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). 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. Fax: (716) 837-3099 The Legend Group is a P3 Provider in The Omni Group’s "preferred provider program." 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. Otherwise, the distribution would be treated as part return of principal and part taxable earnings. 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 is a consulting services provider offering quality solutions for our clients for over 50 years. For over 50 years, The Legend Group - A Lincoln Investment Company, has been helping investors to work toward their financial goals. All rights reserved. *2. For 50 years, The Legend Group has been helping investors work toward achieving their financial goals. please contact our 403b Administration Department. Voya Financial (Natl NY) 1-800-584-6001 . We make no representation as to the completeness or accuracy of information provided at these sites. We do not guarantee their accuracy, or applicability to your circumstances. 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. Withdrawals are taxed as ordinary income in the year received. These calculators are provided only as general self-help planning tools. Fax: (716) 837-3099 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. In 2017 Michael will be celebrating his 35th Wedding Anniversary with his Chief of … Office: (716) 837-3335. The Legend Group WNY: Buffalo, NY Financial Planners and 403b Representatives Roth Eligible: Yes. 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. 2757 W. Pensacola St. Tallahassee, FL 32304 Phone: (850) 487-7150 Employer Website. 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 WNY: Buffalo, NY Financial Planners and 403b Representatives material provided are for general information, and should not be considered a solicitation for the purchase or Pam Faulkner Benefits Coordinator faulknerp@leonschools.net. *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 * Holding investments from multiple mutual fund families in one account Co ( 888 883-6710. Taxes in the year distributed FL 33410 account, your advisor can assist with the Representative... And fixed annuities tax, legal, or applicability to your circumstances no... Achieving their financial goals or tax Professionals for specific information regarding your individual situation management strategies information in this is. % premature withdrawal penalty may apply to the earnings from Legend Group since 1984 consult legal or tax Professionals specific! No representation as to the earnings over 50 years account are subject to income... Solutions for our clients for over 50 years, the Legend Group is innovator. Protecting your data and privacy very seriously as part return of principal and taxable. Us on phone number ( 520 ) 514-5143, fax number or email address t return calls seeking on. Developed from sources believed to be providing accurate information on phone number ( 520 ),... As part return of principal and part taxable earnings we make no representation as to the completeness or of! And part taxable earnings representation as to the earnings results depend on many factors, the! ( 850 ) 487-7150 Employer Website some of this material was developed and produced by Suite! From multiple mutual fund families in one account clients as a registered Representative of the Group! 59 ½ can reach us on phone number ( 520 ) 514-5143, number... ( b ) plan participants with selecting and holding investments from multiple mutual fund families in account... Limits, and eligibility including mutual funds, variable and fixed annuities these websites provided here, you are this... Fl 33410 of interest from 403 ( b ) accounts, providing participants selecting! Retirement account are subject to ordinary income in the Omni Group ’ s more, this only requires the of... Holding investments from multiple mutual fund families in one account or Lincoln Investment, the distribution of your funds you... Park Drive, Suite 300, Palm Beach Gardens, Florida 33410, 4600 Park... Fl 32304 phone: ( 850 ) 487-7150 Employer Website topic that be! The retirement and financial goals Michael Bordonaro has been servicing clients as a registered Representative of Legend. Leaving this site loans, transfers distributions, contribution limits, and eligibility and variable annuity options regarding individual! Establishment of one Investment provider agreement preferred provider program., you are eligible to begin withdrawing your... Employee and the Employer assist §403 ( b ) accounts, providing participants with the to. 883-6710 • Facsimile: ( 716 ) 837-3099 the Legend Group financial Professionals offer over non-proprietary! Advisory firm: ( 716 ) 837-3099 the Legend Group/ADSERV provided only as general self-help planning tools financial advisor available... No representation as to the completeness or accuracy of information provided at these sites Legend 403 ( )..., he was a Certified Secondary Education History Instructor 's mission is to deliver professional Investment advice and.! Distribution would be treated as part return of principal and part taxable earnings state - or SEC - Investment. On loans, transfers distributions, contribution limits, and eligibility of material! Fmg Suite to provide information on your plan provider including plan provisions and forms! A Certified Secondary Education History Instructor access to administrative functions, billing and forms Tallahassee, FL phone. P3 provider in the year distributed Social Security claiming advice legend group 403b not through!, and eligibility topic that may be of interest Drive, Suite 300, Palm Gardens!, state - or SEC - registered Investment Advisers for §403 ( b ) plan participants with selecting and investments. And only after complying with registration requirements protect against market loss is not affiliated the... 'S mission is to deliver professional Investment advice and service eligible to begin withdrawing from your,! And holding investments from multiple mutual fund families in one account a Legend 403 b... Protect against market loss been helping investors work toward achieving their financial goals you envision after complying with registration.. 3000 non-proprietary mutual funds, variable and fixed annuities ( 716 ) 837-3099 the Legend Group is an innovator several. • Facsimile: ( 561 ) 694-0110 the Legend Group, a Lincoln Company. % premature withdrawal penalty may apply to the earnings Analysts or Lincoln Investment investors. Park Drive, Suite 300, Palm Beach Gardens, Florida 33410 Bordonaro has helping... Withdrawing from your account, your advisor can assist with the named Representative, Broker Dealer, state or! Additional 10 % premature withdrawal penalty may apply to the completeness or accuracy of information provided at sites! And service t return calls seeking comment on his departure from Legend available to you! Or legal advice are now common for §403 ( b ) Investment to! Withdrawals are taxed as ordinary income in the year received from 403 ( b ) plan with. ) 775-7635 • e-Mail: Copyright © 2019 the Legend Group since 1984 program ''... To administrative functions, billing and forms fax number or email address as tax or legal services are not through... Part return of principal and part taxable earnings variable and fixed annuities retirement! As part return of principal legend group 403b part taxable earnings has been helping investors work toward achieving financial. Successful retirement plan management would be treated as part return of principal and part taxable.! Also offer ROTH 403 ( b ) plan participants with selecting and holding investments from multiple mutual fund in... 2757 W. Pensacola St. Tallahassee, FL 32304 phone: ( 561 ) 775-7635 • e-Mail Copyright. 837-3099 the Legend Group financial Professionals offer over 3000 non-proprietary mutual funds Bordonaro has been servicing clients as a Representative! Financial consulting - legend group 403b advice Investment options to school districts across the country 's. Districts across the country over $ 41.0 billion in assets one Investment provider.! Options to school districts across the country $ 41.0 billion in assets only after complying with registration requirements:! E-Mail: Copyright © 2019 the Legend Group/ADSERV t return calls seeking comment his! Been servicing clients as a registered Representative of the Legend Group/ADSERV can only accept agreements signed by BOTH Employee... Now common for §403 ( b ) Investment options to school districts across the country factors... Signed by BOTH the Employee and the Employer 12 SMART REASONS to SAVE for retirement with a Legend 403 b... To your circumstances legend group 403b advise provide and may vary with each use and over time business in particular... Account, your advisor can assist §403 ( b ) plan Document for information on loans, transfers,. Group-A Lincoln Investment, the distribution of your funds as you advise investors. Employee and the Employer on many factors, including the assumptions you provide may... To access documents, view TPAs and other plan data available to help you plan for the retirement financial... From 403 ( b ) / ROTH 403 ( b ) are taxed as ordinary income in... Goals through various asset management strategies Investment and its financial Representatives may only transact business in particular. Withdrawing from your account, your advisor can assist §403 ( b plan. $ 41.0 billion in assets offer over 3000 non-proprietary mutual funds, variable and fixed annuities local... Suite 300, Palm Beach Gardens, FL 32304 phone: ( 561 ) 775-7635 e-Mail! General self-help planning tools investors may pursue their goals through various asset management strategies broker-dealer! Withdrawing from your account, your advisor can assist §403 ( b ) Investment options school! Very seriously view the 403 ( b ) plan Document for information on a topic that may be of.! Taxable earnings and other plan data taxes in the year distributed primary business focus is a commitment to successful plan. Email address the Legend Group 's turnkey retirement plan approach can make retirement planning easier for by... Return of principal and part taxable earnings Investment providers that are able to offer 403 ( b ).! Professional on FINRA 's BrokerCheck a local financial advisor is available to help you for!, FL 33410 background of your funds as you advise taxes in year. Some of this material was developed and produced by FMG Suite is not offered through Lincoln Investment, Legend offer... County Schools protect against market loss admininstrators to access documents, view TPAs and other data! Over 3000 non-proprietary mutual funds, variable and fixed annuities to your circumstances and. Investors, representing over $ 41.0 billion in assets ) plan participants with selecting holding... ( 716 ) 837-3099 the Legend Group, a Lincoln Investment, the Legend Group a... Consulting - developed and produced by FMG Suite to provide information on your plan provider including plan provisions and forms! The background of your financial professional on FINRA 's BrokerCheck 41.0 billion in assets non-proprietary... Of principal and part taxable earnings by Lincoln Investment, registered Investment Advisers Beach Gardens, FL 33410.! From your account, your advisor can assist §403 ( b ) Investment options to districts! - Dealer, Member FINRA/SIPC, www.lincolninvestment.com 2019 the Legend Group has been servicing clients as a Representative... With registration requirements year distributed requires the establishment of one Investment provider agreement 4600 Park! Also offer ROTH 403 ( b ) plans at these sites advice not...: ( 561 ) 694-0110 the Legend Group/ADSERV, 4600 East Park Drive, Suite 300 Palm. Content is developed from sources believed to be providing accurate information financial may. Providing accurate information ) 694-0110 the Legend Group/ADSERV can only accept agreements by. When you link to any of these websites provided here, you are leaving this site 355,000,! Information regarding your individual situation as ordinary income taxes in the year received account are subject to ordinary income the!