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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.
Toll-Free: 800.725.7616
Office: 203.738.0026
Office: 303.524.2293
Fax: 203.738.0029
Connecticut Office Address: 1570 Boston Post Road, Suite 400, Guilford, CT 06437
Colorado Office Address: 7900 E Union Ave Ste. 1100 Denver, CO 80237
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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Estate Tax Laws: What Retirees Should Know
Estate Planning, News, Tax PlanningAn 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 built, caring for loved ones, and helping ensure your money is transferred according to your wishes — not […]
Managing RMDs on Multi-Million-Dollar Portfolios: A Strategic Guide for High-Net-Worth Investors
News, Retirement PlanningFor 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 are mandated by the IRS to help ensure that tax-deferred retirement assets eventually generate taxable income. While the rules can be straightforward for smaller […]
Should I Still Use the 4% Rule?
News, Retirement Income PlanningFor 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 can safely withdraw 4% of their portfolio in the first year of retirement, adjusting for inflation each year […]
Retirement Planning: 60 With $2M in a Roth IRA and $2,000 Monthly Social Security
News, Retirement PlanningAt 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 Security benefit, it’s natural to wonder: Does this mean I’m ready to […]
Do I Need a Fiduciary Advisor?
NewsWhen 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, understanding the difference between various types of financial professionals and the level of care they provide can be confusing. […]
How Long Does $2.5M Last in Retirement?
News, Retirement Income PlanningRetirement is one of life’s most exciting transitions. After decades of working and saving, you finally get the chance to enjoy the lifestyle you’ve dreamed of: travel, hobbies, family time, and the freedom to pursue your passions. But along with that freedom comes an important question: How long will your retirement savings last – especially […]