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...
View ArticleWhat 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...
View Article2019 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...
View ArticleReversing 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...
View Article2020 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...
View ArticleWhat’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...
View ArticleThe American Rescue Plan Act of 2021
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...
View ArticleProactive Tax Planning Relative to Potential Tax Changes
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...
View ArticleThe Benefits of a Solo 401(k)
As true wealth managers, we are always looking for potential strategies to help our clients with their current objectives as well as their long-term goals. One of the many areas that we help with is...
View Article2022: New Year Brings New Tax Planning
While the first months of the year are busy with filling out income tax forms or sending documents to your CPA, lowering your taxes should be a year-round effort. Being aware of tax law changes and how...
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