Blog - Agemy Financial Strategies

2022 Tax Inflation Adjustments

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…

Two Financial Planning Topics to Bring to the Table This Thanksgiving

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Agemy Financial October 27, 2021 Bringing up money with family can be uncomfortable and even be seen as taboo. But this year instead of avoiding the issue, address it head on when the family is all together over Thanksgiving. Here's…

The Pros and Cons of an Early Retirement

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Are you ready to retire earlier than anticipated? The dream of leaving the workforce earlier in life may have hidden pitfalls. Here’s what you need to know. Many Americans plan to retire early, depending on your profession, early retirement…

Estate Taxes vs Inheritance Taxes (And Who Pays the Bill)

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Agemy Financial November 10, 2021 An inheritance tax is a state levy that Americans pay when they inherit an asset from someone who’s died, and is deemed a tax on your right to transfer property at your death. Inheritance…

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.

2022 Tax Inflation Adjustments

The Update on the Proposed Reconciliation Bill

Planning for Higher Tax Bills for Retirees

Two Financial Planning Topics to Bring to the Table This Thanksgiving

The Pros and Cons of an Early Retirement

Estate Taxes vs Inheritance Taxes (And Who Pays the Bill)

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