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Careful tax planning is always important to ensure you don’t miss financial opportunities. Strategic tax planning this year could be especially critical given the potential for tax changes. The Biden administration...
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...
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...
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,...
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...
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...
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...
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...
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...
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...
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