Blog - Agemy Financial Strategies

The K-Shaped Economy and How It May Affect Your Tax Return

A K-shaped economy means different groups of Americans are experiencing very different financial realities, and that split is now showing up clearly in 2025 income and 2026 tax return outcomes. If you are a high earner, investor, or homeowner,…

Estate Tax Laws: What Retirees Should Know

Estate Planning, News, Tax Planning

An educational guide for retirees and pre‑retirees, prepared by Agemy Financial Strategies Estate planning is about far more than drafting a will. For those approaching and in retirement, it is a critical part of protecting what you’ve…

Managing RMDs on Multi-Million-Dollar Portfolios: A Strategic Guide for High-Net-Worth Investors

News, Retirement Planning

For individuals with substantial retirement savings — especially those navigating multi-million-dollar portfolios — Required Minimum Distributions (RMDs) can be one of the most complex and impactful aspects of retirement planning. RMDs…

Should I Still Use the 4% Rule?

News, Retirement Income Planning

For decades, retirees and financial planners have relied on the “4% rule” as a guiding principle for safe withdrawal rates in retirement. First introduced in the 1990s by financial planner William Bengen, this rule suggests that retirees…

Retirement Planning: 60 With $2M in a Roth IRA and $2,000 Monthly Social Security

News, Retirement Planning

At Agemy Financial Strategies, we’re here to help you retire - AND STAY RETIRED. Turning 60 is a milestone that prompts reflection—not just on life, but on money. If you have $2 million in a Roth IRA and a projected $2,000 monthly Social…

Do I Need a Fiduciary Advisor?

News

When it comes to managing your financial life, retirement planning, investing, estate strategies, or navigating market volatility, one of the most important decisions you’ll make is who you trust with your money. Yet for many people,…

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.

The K-Shaped Economy and How It May Affect Your Tax Return

Estate Tax Laws: What Retirees Should Know

Managing RMDs on Multi-Million-Dollar Portfolios: A Strategic Guide for High-Net-Worth Investors

Should I Still Use the 4% Rule?

Retirement Planning: 60 With $2M in a Roth IRA and $2,000 Monthly Social Security

Do I Need a Fiduciary Advisor?

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