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Sage Wealth Advisors LLC
Kathleen AAnderson CFP™
26 Zora Rd
Marion, MA 02738
Phone:
508-748-2550
Fax:
508-408-0312
E-mail:
Most broad stock funds contain real estate investment trusts (REITs), but for a more strategic approach, investors can choose from a variety of REIT funds and individual REITs.
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The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.
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