Sage Wealth Advisors LLC
Kathleen A Anderson CFP™
Stock market downturns can be rough on a portfolio’s bottom line, but selling losing investments may offer the potential to reduce an investor’s tax liability.
High-income participants will not be allowed to make pre-tax catch-up contributions to a traditional 401(k) or similar plan starting in 2026, but they will be able to contribute to a workplace Roth.
Does your income strategy beyond traditional retirement age include receiving a paycheck? This article looks at the advantages and disadvantages of working later in life.
There are two separate federal tax credits available for home installation of certain energy efficient or clean energy property. Learn more.
Will you be able to afford nursing home care?
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
This calculator can help you determine whether you should consider converting to a Roth IRA.
How Long Will Your Funds Last?