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Tax Strategies to Lower RMDs in Retirement
NewsIs there a way to limit the impact of required minimum distributions (RMDs)? If you’ve built substantial savings in your tax-advantaged retirement accounts, you may become a victim of your own success. Proactive planning can help you avoid penalties and minimize taxes as you pull money out of your 401(k) or IRA. Retirement plans offer an array of benefits, from […]
Catching up on Retirement After COVID
NewsThe pandemic has had a big impact on saving for retirement, but things are starting to change now. With the economy rebounding, it’s a good time to get your retirement back on track with Agemy Financial. Since the pandemic started 16 months ago, hundreds of thousands of Americans have lost their lives, millions have lost […]
How to Have Enough Money for an Early Retirement
NewsThe road to retiring early isn’t easy. It takes time and discipline to earn, save, and invest as much as you possibly can. Many Americans dream of having more free time in their later years. Perhaps you want to relocate some place warmer. Or maybe you feel led to do volunteer work, or even set off on […]
How Retirement Planning and Life Insurance go Hand-in-Hand
NewsLife insurance, first and foremost, is about protecting loved ones after you’re gone. But some insurance types can actually help you in retirement as well. Most people think of life insurance in terms of the payout it provides beneficiaries after the policyholder dies. But did you know that certain life insurance policies can financially assist you through […]
Why Choose Agemy to Achieve Your Personal and Financial Goals?
NewsNot working with a financial planner? You could be missing out. If you are serious about building long-term wealth, Agemy Financial Strategies offers a variety of services you aren’t getting that you may not even know about. Deciding whether to get a financial advisor or manage your own investments is a big decision. But did […]
Your Easy-to-Understand Guide on Retirement Planning in 2022
NewsAgemy Financial Strategies December 29, 2021 The road to retirement may seem rocky at best, especially with the ever-changing legislation. Although everyone’s retirement is different, 2022 is going to have some big differences from 2021 that will affect almost every retiree and retirement saver to some degree. But fear not, Agemy Financial Strategies is here […]