Sage Wealth Advisors LLC
Kathleen A Anderson CFP™
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
This article provides an overview of REITs, including how they can offer a consistent income stream and why changing interest rates can affect REIT performance.
This article provides an overview of the changes the SECURE 2.0 Act made and a brief explanation of how to calculate required minimum distributions from tax-advantaged retirement accounts.
Despite tougher lending conditions and higher interest costs, many people who need capital for business purposes may need to borrow money. This article discusses some common financing options.
Use this calculator to determine whether you qualify for the different types of IRAs.
This calculator can help you determine whether you should consider converting to a Roth IRA.
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.