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. for specific information regarding your individual situation. When you link to any of these websites provided here, you are leaving this site. E-mail: Send Email. Office: (716) 837-3335. All rights reserved. Lincoln Investment and its Financial Representatives may only transact business in a particular state if first registered and only after complying with registration requirements. Your advisor can assist §403(b) plan participants with selecting and holding investments from multiple mutual fund families in one account. 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). 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. FMG Suite is not affiliated with the named 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. 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. 1-877-819-7455 . Approved Vendors. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC. 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. *2. VALIC. Through Lincoln Investment, The Legend Group Financial Professionals offer over 3000 non-proprietary mutual funds. 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. The Legend Group is a consulting services provider offering quality solutions for our clients for over 50 years. Diversification does not assure a profit or protect against market loss. For home office admininstrators to access documents, view TPAs and other plan data. Full-service broker-dealer and registered investment adviser, serving over 355,000 investors, representing over $41.0 billion in assets. The opinions expressed and sale of any security. 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 . The content is developed from sources believed to be providing accurate information. FMG Suite to provide information on a topic that may be of interest. material provided are for general information, and should not be considered a solicitation for the purchase or The Legend Group's turnkey retirement plan approach can make retirement planning easier for organizations by offering a value service. Phone: (888) 883-6710 • Facsimile: (561) 775-7635 • e-Mail: Copyright © 2019 The Legend Group/ADSERV. Advisory services offered through Lincoln Investment, Registered Investment Advisers. 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. 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. 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. Vanguard. For 50 years, The Legend Group has been helping investors work toward achieving their financial goals. Withdrawals from 403 (b) are taxed as ordinary income in the year received. With Lincoln Investment, investors may pursue their goals through various asset management strategies. NEXT: 12 SMART REASONS TO SAVE FOR RETIREMENT WITH A LEGEND 403(B) / ROTH 403(B). Voya Financial (Natl NY) 1-800-584-6001 . Distributions from a traditional retirement account are subject to ordinary income taxes in the year distributed. Mr. Marino didn’t return calls seeking comment on his departure from Legend. Our primary business focus is a commitment to successful retirement plan management. 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). 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. Website: Visit Website. A 10% premature withdrawal penalty may apply to the earnings. The Legend Group is an innovator of several services that are now common for §403 (b) plans. These calculators are provided only as general self-help planning tools. Legend Group Account. 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. 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. We take protecting your data and privacy very seriously. 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 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/ADSERV, 4600 East Park Drive, Suite 300, Palm Beach Gardens, Florida 33410. The information in this material is not intended as tax or legal advice. 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. Your advisor can assist §403 (b) plan participants with selecting and holding investments from multiple mutual fund families in one account. 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. 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. When you are eligible to begin withdrawing from your account, your advisor can assist with the distribution of your funds as you advise. The Legend Group/Adserv. Phone: (833) 965-0068. 403(b) Plan Document Not Provided. 1. 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