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Two Supreme Court Rulings Boost Same-Sex Marriage Rights
On June 26, 2013, the U.S. Supreme Court announced its rulings on two landmark cases related to same-sex marriage. The 5-4 decisions bolster the federal benefits available to same-sex married couples...
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IRS And Treasury Department Provide Guidance On Same-Sex Marriage
The U.S. Department of the Treasury and the Internal Revenue Service (IRS) have announced that same-sex couples who are legally married in jurisdictions that recognize same-sex marriage will be treated...
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Year End Tax Planning 2013
A number of tax changes took effect in 2013, many of which could increase your potential tax liability. Proactive tax planning could allow you to identify tax saving opportunities. Most opportunities...
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IRA Contributions For Tax Year 2013
There’s still time to make a regular IRA contribution for 2013! You have until your tax return due date (not including extensions) to contribute up to $5,500 for 2013 ($6,500 if you were age 50 by...
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Summer Jobs For Students – Tax Tips
Many students take a job in the summer after school lets out. If it’s your first job it gives you a chance to learn about the working world. That includes taxes we pay to support the place where we...
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Year End Tax Planning 2014
Year-end is fast approaching, a time when tax planning should become a key consideration. Proactive tax planning could allow you to identify tax saving opportunities. Most opportunities must be...
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There’s Still Time To Make A 2014 IRA Contribution
Generally speaking, the IRS allows you to make your IRA contribution for a particular tax year up until April 15 of the following year. This rule applies to both traditional IRAs and Roth IRAs, giving...
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Top 10 Year-End Tax Planning Tips
With year-end approaching, tax planning becomes a key consideration. Now is the time to take stock of opportunities available, to ensure you have time to think, plan and act, particularly as most tax...
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Age 70: A Milestone Birthday – RMDs & Delayed Social Security
Congratulations! You are (or soon will be) age 70. If you have deferred taking your Social Security benefits until now, you have or will soon reach Social Security’s maximum retirement age. We...
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Home Expense Records: What You Need To Keep
If you’re like most people, you’d love to reduce the clutter in your life. This includes paperwork, particularly the volumes of home expense receipts. We’re often asked what you need to keep versus...
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Retirement Funds And Divorce
When a couple divorces, the fall-out can affect your finances too. Retirement funds in particular can prove complex in how they’re divided during the divorce settlement and restructured for the future....
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Tax Opportunities For Military Members
Each Veterans Day, SageVest is proud to join the rest of our nation in offering thanks to the brave men and women who defend our everyday freedoms. We thank you for your service. Gratitude for your...
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Top 12 Tax Planning Tips, With Possible Changes Ahead
With year-end approaching, tax planning becomes a key factor, particularly considering possible tax changes following the recent election. It’s impossible to predict the full landscape of changes that...
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Maximize Your Self-Employed Retirement Savings
If you’re self-employed, you could be facing deadlines for important decisions about establishing a retirement account before year-end. One of the most valuable self-employed savings vehicles, whether...
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A New Year, A New Tax Year
The 2017 tax filing season began on January 23, 2017. That’s the day that the IRS began accepting electronic tax returns. Electronic filing is now the most popular method for preparing and submitting...
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Is Maxing Your 401(k) Enough?
If you’re like most Americans, a 401(k) or similar retirement plan represents the bulk of your long-term savings. Every year, the IRS places limits on the annual contributions you can complete to these...
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SageVest Wealth Management – 10 Years As A Fee-Only Financial Advisor
Jennifer Myers, CFP ® established SageVest Wealth Management in May 2007, to provide high quality, customized, and comprehensive investment management and financial planning services to individuals,...
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New And Improved Washington DC College Savings Plan Options
Washington DC residents have long been underserved and underrepresented. While we don’t have any updates on representation, we do have good news about college saving options for DC residents, and...
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Retirement Funds And Divorce
iStock_6631957 When a couple divorces, the fall-out can affect your finances too. Retirement funds in particular can prove complex in how they’re divided during the divorce settlement and restructured...
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Tax Opportunities For Military Members
DoD 166542-S-CZW40-293 Each Veterans Day, SageVest is proud to join the rest of our nation in offering thanks to the brave men and women who defend our everyday freedoms. We thank you for your service....
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