Entries by Agemy Financial Strategies

IRA Conversions

The Roth IRA offers a number of advantages over its traditional counterpart. These include: Tax-free distributions at retirement Ability to continue making contributions beyond age 70-1/2 No required minimum distributions beginning in the year you turn 70-1/2 Leaving assets to survivors that are free from income taxes Details on eligibility to convert a traditional IRA […]

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CLU | Chartered Life Underwriter

CLU Chartered Life Underwriter A CLU is a professional advisor in all of the areas of business and family financial security that are encompassed by life insurance. To become a CLU, an individual must successfully complete a comprehensive course of study and demonstrate competence by passing a series of eight, college-level examinations in several subject […]

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Retirement Basics

Planning for The “Golden Years” There’s a saying that if you have your health, you have everything. Well, that’s not exactly true – without adequate resources, you could enjoy a long, healthy retirement at a far lower standard of living than you’d prefer! When preparing for retirement, it’s vital to keep in mind the importance […]

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