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The SECURE Act 2.0, enacted in late 2022, changed over 90 rules about IRAs and other qualified retirement plans, including RMDs. Here’s what you need to know about upcoming changes in 2024. A Required Minimum Distribution (RMD) represents the mandatory amount that must be withdrawn from various retirement accounts, including employer-sponsored retirement plans, traditional IRAs, SEPs, or […]
Significant changes to IRAs and 401(k)s in 2025 bring new opportunities to save for retirement, but staying informed is essential to making the most of them. These updates, driven by the SECURE 2.0 Act and other recent legislative measures, are designed to boost savings potential and streamline retirement planning for millions of Americans. Here’s an […]
IRAs are a great way to invest for your retirement years. But if you want to invest in assets like precious metals, real estate and crypto, certain assets are off-limits. That’s where opening a self-directed IRA comes into play. If you’re approaching retirement, you’re likely exploring avenues to fine-tune your financial strategy. One option worth considering […]
Do you REALLY need Real Estate in your investment portfolio? If you do, what percentage of your portfolio should it cover? Let’s find out. Navigating investments at any stage in life can be complex, but the stakes become even higher as retirement approaches. During retirement, the main goal is to minimize risk, generate income, and protect […]
If you’re approaching retirement, you might be familiar with Required Minimum Distributions (RMDs). However, the rules surrounding RMDs are changing, and without proper planning, you could risk IRS-enforced collections. Here’s what you need to know. The SECURE 2.0 Act of 2022, enacted Dec. 29, includes almost 100 new retirement plan provisions, many of which aren’t effective […]
Breaking a leg, needing heart surgery, or suffering from chronic illnesses like diabetes and arthritis: What hurts the most as you age? While all of these medical incidents include extreme suffering, the biggest pain you could face in retirement is covering healthcare costs. Planning for healthcare in retirement can be daunting, as it often comes with […]
Renewable energy has garnered widespread popularity across various industries, sparking innovation and sustainability. What if we approach wealth-building with a similar mindset? Renewable wealth is a concept that involves making mindful financial decisions that serve our best interests – while helping the next generations’ needs. In a society marked by environmental concerns, social responsibility, and […]
Big changes are likely coming for Americans’ retirement savings. From RMD changes to 401(k) financial incentives, here’s what you need to know. Many retirement savings accounts have slowly dwindled down due to rising inflation. The cost of food, gas and even rent have skyrocketed. Older Americans and those looking to retire soon are left dealing […]
It’s that time of the year… tax season. For the vast majority of Americans who aren’t tax-savvy, dealing with it can be overwhelming. Here’s our top tips to make this year’s tax returns as stress-free as possible. Tax filing season is here and many don’t know how to file back their taxes. Many tax payers don’t fulfill […]
Retirement planning during a bear market is challenging enough. But the 2023 retirement outlook includes a host of other major threats, such as high inflation and rising interest rates. Here are our top six suggestions when setting financial goals for the year ahead. Looking back over the past few years, we have learned more than […]
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.
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Fax: 203.738.0029
Address: 1570 Boston Post Road, Suite 400, Guilford, CT 06437
Email: office@agemy.com
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.
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