2022: 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...
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 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 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 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 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 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 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 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 ArticleUnderstanding 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 ArticleRoth 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,...
View ArticleProactive Tax Planning Relative to Potential Tax Changes
Proactive 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...
View ArticleThe American Rescue Plan Act of 2021
The 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...
View ArticleWhat’s in the $900 Billion Consolidated Appropriations Act of 2021
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....
View Article2019 Financial New Year’s Resolutions
2019 Financial New Year’s Resolutions The New Year offers the chance for a fresh outlook on life and a new beginning. Setting financial New Year’s resolutions can help you kick off the year on a strong...
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2020 Tax Planning
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...
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Reversing Your 2020 RMD – August Deadline Looming
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...
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Jennifer Myers Recognized As A Five Star Wealth Manager
Jennifer Myers Recognized As A Five Star Wealth Manager At SageVest Wealth Management, the financial success of our clients is our number one priority. Our repeatedly recognized investment management...
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2019 Year-End Tax Planning Tips
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...
View ArticleClik here to view.
What You Need To Know About Family Gifts And Loans
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...
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