Legal Notice
Disclaimer, Privacy Policy, Copyright and Trademark Notice

LegacySafe® Publishing does not offer or make specific tax or legal advice. All IRA owners, trustees, executors and beneficiaries who are recipients of LegacySafe® - The Living Estate Plan For IRAs should always seek their own tax and legal advice regarding IRA accounts.

It is strongly recommended that you obtain professional tax and legal guidance in structuring a “stretch” IRA in order to fully evaluate:

• The fees and expenses associated with a “stretch” IRA and its underlying investments
• Any tax limitations or withdrawal restrictions
• The possibility that future changes in future tax laws and/or IRS rules may impact required IRA distributions and/or IRA taxation
• The impact of inflation, which will erode the future purchasing power of an IRA
• The inability to accurately project future investment results over a long period of time, as well as the market risk inherent in exposing IRA assets to a lengthy distribution period.
• The impact of a “stretch” IRA on your overall estate plan, including the inability to predict when IRA beneficiaries will die.

LegacySafe® Publishing has no affiliation with LegacySafe® Authorized Advisors other than the fact a particular advisor has chosen to become a distributor of LegacySafe® - The Living Estate Plan For IRAs. Any investment recommendation or advice regarding an individual’s retirement savings is solely the responsibility of the advisor making those recommendations. Neither the information presented nor any opinion expressed constitutes a solicitation for the purchase or sale of any security.

Privacy Policy
LegacySafe Publishing is committed to protecting the privacy of its visitors to its Website. We will not sell or distribute information gathered on the LegacySafe® Publishing website to any 3rd party. The information that you enter will be used by LegacySafe® Publishing only. Our site does track usage, primarily to help us determine which areas and features are most popular among visitors; this helps us to tailor our content to best serve our audience. The usage data generated are not in any way personally identifiable – that is, we can obtain general information about such things as geographic locations of our users, but we cannot assign details to individual users.

Copyright and Trademark Notices
All material within including LegacySafe® - The Living Estate Plan For Individual Retirement Accounts, brochures and media are copyrighted material. No part of this website, or the productions of LegacySafe® Publishing may be copied or distributed, transmitted, transcribed, stored in a retrieval system, transferred in any format or by any means without the express written consent of LegacySafe® Publishing, 9820 Willow Creek Road, Suite 410, San Diego, California, 92131.