Sage Wealth Advisors LLC
Kathleen A Anderson CFP™
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.
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.
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.
This article compares the key inflation measures that economists and investors are watching for signs of easing price pressures.
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
How much do you need to save each year to meet your long-term financial goals?
Estimate the future value of your current savings.
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.