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Legacy Financial Group

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Des Moines, IA
Legacy Financial Group

We inspire and empower you to create the life you want, on your terms. Whatever your financial

01/30/2026

🎉 Exciting News from Legacy Financial Group! 🎉

You may recognize Tony Gensler as a familiar face who’s been delivering exceptional service to our clients for over two years. We’re proud to announce that Tony has officially stepped into his next role as a Financial Advisor.

Tony is excited to continue serving our clients in this new capacity. If you’d like to work with Tony, please reach out to Legacy Financial Group at 515-255-3306 or to Tony directly at [email protected] to get on his schedule.

12/12/2025

Gifts were all wrapped and delivered to Big Brothers Big Sisters to bless a family this week. Thank you to all of our clients, team members, and our local Big Brothers Big Sisters organization for making a family’s Christmas a little brighter!

11/18/2025

We are currently experiencing issues with email delivery. If you have an urgent matter, please call the office at 515-255-3306

11/11/2025

To all our Military Veterans, thank you so much for your service!

09/18/2025

Your 401(k) deserves more than default settings.

Design it like a product: with your employees in mind. When you treat your plan with care and intention, it becomes a meaningful tool for retention, recruitment, and long-term impact.

Read the blog: https://www.journeywithlegacy.com/blog/fourward-thinking-your-401k-game-plan-design-your-plan-like-a-product

09/11/2025

Offering a 401(k) isn’t enough: education is everything.

If your team doesn’t understand the plan, they won’t value it. Empower your employees with the knowledge they need to make the most of their retirement benefit.

Full blog here: https://www.journeywithlegacy.com/blog/fourward-thinking-your-401k-game-plan-educate-on-it

09/04/2025

Want to attract and keep top talent? Your 401(k) might be the edge you’re overlooking.

A thoughtfully designed plan signals long-term commitment to your team’s future.

Discover how your retirement plan can be a powerful recruitment tool: https://www.journeywithlegacy.com/blog/fourward-thinking-your-401k-game-plan-top-talent

08/29/2025

Think your 401(k) is “set”? Think again.

Setting up a plan is just the starting line, not the finish line. Ongoing attention and updates are essential to meet your goals and stay compliant.

Learn why staying involved makes all the difference: https://www.journeywithlegacy.com/blog/fourward-thinking-your-401k-game-plan-starting-line-not-the-finish-line

08/28/2025

The 𝗢𝗻𝗲 𝗕𝗶𝗴 𝗕𝗲𝗮𝘂𝘁𝗶𝗳𝘂𝗹 𝗕𝗶𝗹𝗹 𝗔𝗰𝘁 touches nearly every taxpayer. Here’s what it could mean for you:

📉 Lower-income families and tipped workers benefit from new deductions
💼 Entrepreneurs gain with permanent QBI and expensing rules
🏛️ High-net-worth individuals can optimize estate plans
💸 SALT deduction cap relief for residents in high-tax states
⚠️ Projected $3–4 trillion increase in national deficit

If you'd like to understand the bigger picture, speak with the team at LFG Tax and Accounting: https://lfgtax.com/

08/26/2025

Outsourcing your 401(k) doesn’t mean offloading responsibility.

As a plan sponsor, you’re still on the hook, even with professional help. Learn how to protect your business and your people by owning your role.

Read the full post here: https://www.journeywithlegacy.com/blog/fourward-thinking-your-401k-game-plan-responsibility

08/21/2025

If you own a business or invest in startups, the 𝗢𝗻𝗲 𝗕𝗶𝗴 𝗕𝗲𝗮𝘂𝘁𝗶𝗳𝘂𝗹 𝗕𝗶𝗹𝗹 𝗔𝗰𝘁 brings powerful new incentives:

✅ 20% QBI deduction made permanent with broader income thresholds
✅ 100% bonus depreciation fully restored
✅ Section 179 expensing limits raised to $2.5M (phaseout at $4M)
✅ Full deduction for domestic R&D costs in the year incurred
✅ Opportunity Zones made permanent with easier holding requirements
✅ QSBS changes offer greater tax exclusions

Curious how this might benefit you or your business? Learn more by speaking with the team at LFG Tax and Accounting: https://lfgtax.com/

08/19/2025

We’re well past the halfway point of 2025. Now is the time to revisit your financial plan, don’t wait until December.

Several key areas are worth reviewing to stay on track for the year:

✅ 𝗥𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗣𝗹𝗮𝗻 𝗖𝗼𝗻𝘁𝗿𝗶𝗯𝘂𝘁𝗶𝗼𝗻𝘀 – Check your progress toward contribution goals across your 401(k), Roth IRA, Traditional IRA, or Health Savings Account (HSA). If you aren’t where you hoped to be, now is the time to adjust those systematic contributions to hit your goal!

✅ 𝗥𝗼𝘁𝗵 𝗖𝗼𝗻𝘃𝗲𝗿𝘀𝗶𝗼𝗻𝘀 – A mid-year check-in is a good time to evaluate whether converting funds from a Traditional IRA to a Roth IRA makes sense for you. Your financial and tax advisors can help you walk through the potential benefits and considerations.

✅ 𝗥𝗲𝗾𝘂𝗶𝗿𝗲𝗱 𝗠𝗶𝗻𝗶𝗺𝘂𝗺 𝗗𝗶𝘀𝘁𝗿𝗶𝗯𝘂𝘁𝗶𝗼𝗻𝘀 (𝗥𝗠𝗗𝘀) – If you're age 73 or older, or if you’ve inherited a pre-tax retirement account, you're likely required to take an RMD in 2025. It’s important to know the correct amount and distribute it before the end of the year to avoid unnecessary penalties.

✅ 𝗖𝗵𝗮𝗿𝗶𝘁𝗮𝗯𝗹𝗲 𝗖𝗼𝗻𝘁𝗿𝗶𝗯𝘂𝘁𝗶𝗼𝗻𝘀 – If charitable giving is part of your financial plan this year, now is the time to think through your strategy. You might consider qualified charitable distributions (QCDs) from an IRA if you’re over age 70.5, gifting appreciated assets, or contributing to a Donor Advised Fund.

✅ 𝗙𝗹𝗲𝘅𝗶𝗯𝗹𝗲 𝗦𝗽𝗲𝗻𝗱𝗶𝗻𝗴 𝗔𝗰𝗰𝗼𝘂𝗻𝘁𝘀 (𝗙𝗦𝗔𝘀) – For those contributing to an FSA through their employer, remember that many plans operate on a “use it or lose it” basis. If funds remain, consider applying them toward eligible expenses like dental work, glasses, or other medical needs before the deadline.

✅ 𝗥𝗶𝘀𝗸 𝗧𝗼𝗹𝗲𝗿𝗮𝗻𝗰𝗲 𝗮𝗻𝗱 𝗔𝘀𝘀𝗲𝘁 𝗔𝗹𝗹𝗼𝗰𝗮𝘁𝗶𝗼𝗻 – Market conditions change, and a yearly review with your financial advisor makes sure the risk you’re taking is appropriate. If you haven’t reviewed your portfolio recently, now is a great time to do so.

Get in touch with an advisor at Legacy Financial Group today to make sure you are on track for 2025!

https://lfgplanners.com/

Address

6000 Grand Avenue
Des Moines, IA
50312

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Website

https://lfgplanners.com/

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