Blog - Agemy Financial Strategies

Do You Need to Rebalance Your Portfolio?

Agemy Financial Strategies December 07, 2021 After a second year of a bull market in stocks, the end of the year could be a great time to rebalance your portfolio. However, be sure to manage the levels of risk in your portfolio,…

No Increase in IRA Limits? Here’s How You Can Still Save in 2022.

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Agemy Financial December 01, 2021 If you’re proactive about retirement savings or want to up your savings game this year, you may already know that retirement contribution limits stayed the same for 2022. Here's what you need…

Understanding RMDs and What You Need to Know for 2022

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Agemy Financial November 26, 2021 How well do YOU understand RMDs? With the RMD deadline looming, you need to take action now before it costs you big bucks. A required minimum distribution (RMD) is the amount of money that must…

2022 Tax Inflation Adjustments

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Agemy Financial December 08, 2021 On Nov. 10, 2021, the IRS announced inflation adjustments for 2022 affecting standard deductions, tax brackets, and more. The changes (effective when you file in 2023) are the result of higher inflation…

The Update on the Proposed Reconciliation Bill

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Changes are again said to be underway at the Whitehouse level. And it could severely affect your retirement. Here's what you need to know... Under the Reconciliation proposal, starting in 2023, employers with five or more employees would…

Planning for Higher Tax Bills for Retirees

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Tax planning and financial planning go hand-in-hand. As you near retirement, avoiding tax planning could create major hurdles for your financial future. Here’s what you need to know about the potential impending tax hikes and what they could…

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.

Do You Need to Rebalance Your Portfolio?

No Increase in IRA Limits? Here’s How You Can Still Save in 2022.

Understanding RMDs and What You Need to Know for 2022

2022 Tax Inflation Adjustments

The Update on the Proposed Reconciliation Bill

Planning for Higher Tax Bills for Retirees

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