Sage Wealth Advisors LLC
Kathleen A Anderson CFP™
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
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 looks at the current fiscal outlook for the Social Security and Medicare programs and presents some potential changes that might help to strengthen them.
There are two separate federal tax credits available for home installation of certain energy efficient or clean energy property. Learn more.
How Long Will Your Funds Last?
Use this calculator to determine whether you qualify for the different types of IRAs.
Use this calculator to estimate the cost of your child’s education, based on the variables you input.