Blog - Agemy Financial Strategies

What Retirees Need to Know About Required Minimum Distributions

For many retirees, required minimum distributions—or RMDs—are an unavoidable part of managing retirement savings. But an RMD is more than a number you have to withdraw each year. For individuals with substantial traditional IRA, 401(k),…

Do I Need a Plan for Long-Term Care?

News

When people think about retirement planning, they often focus on the goals they can see: maintaining their lifestyle, traveling, helping family members, paying for a grandchild’s education, or leaving a legacy. But there is another question…

The Importance of Thoughtful Retirement Planning

News, Retirement Income Planning, Retirement Planning

Observed on August 21, National Senior Citizens Day provides an opportunity to recognize and celebrate the contributions, experiences, and wisdom of older generations. It is a time to honor the individuals who have helped shape their families,…

Retiring in Connecticut: What You Need to Know

News, Retirement Income Planning

Connecticut Day is a celebration of the history, culture, and communities that make the Nutmeg State unique. From charming coastal towns to vibrant cities and peaceful rural communities, Connecticut continues to be a place many people are proud…

Small Tax Planning Moves That Can Make a Big Difference

News, Tax Planning

How Proactive Tax Planning Can Help Create More Retirement Income Flexibility Summer often brings a natural lull — tax season is behind you, and next April still feels far away. But this quieter stretch of the year can actually be one of…

Roth Conversions: When Does It Make Sense?

News, Retirement Income Planning, Retirement Planning

Retirement planning isn't just about saving—it's about creating a strategy that helps you keep more of what you've earned. One powerful tax-planning tool available to many retirees and pre-retirees is the Roth IRA conversion. A Roth conversion…

Investment advisory services are offered through Agemy Wealth Advisors, LLC, a Registered Investment Advisor and fiduciary to its clients. Agemy Financial Strategies, Inc. is a franchisee of Retirement Income Source®, LLC. Agemy Financial Strategies, Inc. and Agemy Wealth Advisors, LLC are associated entities. Agemy Financial Strategies, Inc. and Agemy Wealth Advisors, LLC entities are not associated with Retirement Income Source®, LLC.

What Retirees Need to Know About Required Minimum Distributions

Do I Need a Plan for Long-Term Care?

The Importance of Thoughtful Retirement Planning

Retiring in Connecticut: What You Need to Know

Small Tax Planning Moves That Can Make a Big Difference

Roth Conversions: When Does It Make Sense?

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