Sage Wealth Advisors LLC
Kathleen A Anderson CFP™
This article presents the IRS’ cost-of-living adjustments for 2024 that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
A family limited partnership is a legal agreement that enables business owners and their heirs to address succession, estate, and tax planning needs, all at once.
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
Use this calculator to estimate how much income and savings you may need in retirement.
This calculator can help you determine whether you should consider converting to a Roth IRA.
Will you be able to afford nursing home care?