Sage Wealth Advisors LLC
Kathleen A Anderson CFP™
Retirees face unique challenges when managing their income, particularly when it comes to taxes. This article provides an overview of tax-related issues, from taxing Social Security to the new RMD rules and determining when to tap taxable and tax-advantaged accounts.
A tax credit and/or dependent-care flexible spending account might help offset some of the costs paid for a nanny, babysitter, day care, preschool, or day camp.
Estimate the future value of your current savings.
How Long Will Your Funds Last?
Use this calculator to estimate how much income and savings you may need in retirement.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.