Sage Wealth Advisors LLC
Kathleen A Anderson CFP™
Discover how a well-managed health savings account can help you pay current and future medical bills as well as prepare for retirement.
The pro-rata rule determines how much of a traditional IRA distribution is taxable. Read this article to learn how the rule is applied.
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.
You may have noticed products shrinking in size while prices stay the same or increase. This article includes tips for spotting and reducing the impact of this tricky strategy.
How Long Will It Take to Pay my Balance?
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Knowing your likely life expectancy is an important factor in making long-term financial plans.