Sage Wealth Advisors LLC
Kathleen A Anderson CFP™
This article discusses provisions in the SECURE 2.0 Act of 2022 that may be of particular interest to small business owners.
Use this calculator to determine whether you qualify for the different types of IRAs.
A balance sheet summarizes your assets and liabilities and reveals your net worth.
How Long Will Your Funds Last?
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.