The American Rescue Plan, also called the COVID-19 Stimulus Package, was signed into law on March 11, 2021 and includes a total of $1.9 trillion of assistance. The American Rescue Plan includes assistance for state and...
NEWS & INSIGHTS
What’s in the $900 Billion Consolidated Appropriations Act of 2021
A $900 billion pandemic relief bill was recently signed into law, just as several aid programs from the CARES Act were set to expire. This latest measure is the second-largest stimulus package ever after the $2...
2020 Tax Planning
SageVest Wealth Management takes a proactive approach in all facets of our advice, including tax planning. Many individuals are facing income and tax changes in 2020, whether due to Covid-19 impacts on your earnings,...
Reversing Your 2020 RMD – August Deadline Looming
The CARES Act implemented several measures to help Americans during coronavirus, including the ability to skip taking taxable Required Minimum Distributions (RMDs) for tax year 2020. However, the Act went into effect...
2019 Year-End Tax Planning Tips
SageVest Wealth Management works proactively throughout the year to advise clients how taxes may impact your wealth strategies and broader financial considerations. As the year draws to a close, we focus our attention...
What You Need To Know About Family Gifts And Loans
Have you ever contemplated helping out a family member or someone you love financially with a gift or loan? While it’s wonderful to be able to help a loved one, especially if they’re in need, it’s important to ensure...
Understanding Donor Advised Funds (DAFs)
First established in the 1930s, Donor Advised Funds (DAFs) have become increasingly popular in recent years. By 2017, there were 463,622 individual Donor Advised Funds in the US, holding more than $110 billion in...
Roth IRA And Roth 401(k) Options
If you’re like most people, you understand that a variety of Roth IRA and Roth 401(k) options exist and that they offer tax advantages. However, you might not understand which option is best for you, or if new lower...
What You Need To Know Now About Your Taxes
Hopefully you’ve already filed your taxes or are in the process of doing so. While it’s always important to review your tax return every year, it’s particularly important in 2019, given last year’s tax changes. Your...
6 Ways To Help With Your Grandkid’s College Costs
It seems like one minute you’re proudly holding your new grandchild in your arms, and the next they’re heading off to college. As the College Board’s annual report, ‘Trends In College Pricing’ highlights, that college...
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