We help wealthy retirees reduce and eliminate unnecessary taxes on their estate.

And it only takes 30 minutes to find out how much you could save.

Many retirees want protection from the impact of taxes on their estate. Here’s why:

  • They understand that their hard-earned savings are typically in a 401(k) or traditional IRA - all of which are subject to taxes.

  • As retirees focus on the accumulation of their assets, they often don’t think about their exit strategies from their 401(k) or IRA.

  • Because of this, they’re often subject to massive tax bills that can be minimized or even eliminated with the right strategies.

And as your nest egg keeps growing, so does the IRS’s commission on their dollars.

What if there was a better way?

Introducing the Legacy-IRA – a new solution to estate planning that’s been an absolute home run for many retirees.

This is one of the first times that it’s been nationally advertised. And it’s never been easier to see if it will work for you.

Without the right planning, retirees may face big tax bills.

My job is to make sure you have a comprehensive tax-smart strategy in place so you don’t overpay.

I’m Steve Landersman, CFP® and owner of Unifi Advisors. For over 30 years, I’ve built tax-efficient plans to help make a difference in my clients’ lives.

Steve Landersman, CFP®, Financial Planner for 35 Years, Owner of Unifi Advisors

The Legacy-IRA helps you to:

  • Find ways to uncover every advantage that’s available to you within the 70,000 page IRS tax code

  • Reduce and even eliminate significant estate taxes

  • Generate up to 6x to 10x return tax-free, fully guaranteed with no downside market risk

If you’re wondering why you’ve never heard of this, it’s because it’s never been nationally advertised. This strategy was written by the expert who wrote US tax law. It’s backed by 60 years of legislation and available to retirees across the country.

Find out how much you could potentially save with a complimentary analysis from our team.

It takes 30 minutes to determine if this solution is right for you. No catch or commitment required.

Avoid huge tax bills, keep more of what's yours, and leave the legacy you want to.

Advisory services provided by NewEdge Advisors, LLC doing business as Unifi Advisors LLC, as a registered investment adviser. Securities offered through NewEdge Securities, Inc., Member FINRA/SIPC. NewEdge Advisors, LLC and NewEdge Securities, Inc. are wholly owned subsidiaries of NewEdge Capital Group, LLC.

NewEdge Advisors, LLC (“NewEdge Advisors”) is a registered investment advisor. Advisory services are only offered to clients where NewEdge Advisors and its representatives are properly licensed or exempt from licensure. This website is solely for information purposes. Past Performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by NewEdge Advisors unless a client service agreement is in place.

The content of this website is developed from resources believed to provide accurate information. The information in this material is not intended as tax or legal advice. Please consult your legal or tax professionals for specific information regarding our individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.