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5 After Tax Balance Rules for Retirement Accounts

Most retirement plan participants use pretax assets to fund their employer-sponsored plans such as 401(k) and 403(b) accounts, or they claim a tax deduction for amounts contributed to their Traditional IRAs. In both cases, these contributions can help to reduce the individual’s taxable income for the year to which the contribution applies. However, it is […]

Why a $2 Trillion Tax Bill Is Coming Due for Baby Boomers

Uncle Sam has been waiting a long time for this big tax payoff. It starts this year, as the oldest baby boomers hit age 70½ on July 1 and begin taking money out of their tax-advantaged savings accounts as required by law—and paying the income tax that has been deferred, in some cases for decades. […]

What is $186 Million?

To the life insurance industry, $186 million represents the fulfillment of promises made to policy owners who turned to life insurers to protect their families’ financial futures. $186 million is the amount insurers deliver every day in life insurance benefits. For the families receiving these benefits, life insurance proceeds represent the financial peace of mind […]

Are Baby Boomers too optimistic about retirement?

If you’re a Baby Boomer within sight of age 65, you’re probably thinking about your next move—and it may well be a career change instead of a traditional kick-back-and-relax retirement. Among 1,005 Boomers who haven’t yet left their full-time careers, 60% expect to keep working at least part-time after they “retire,” says a study from […]

Your 2016 Tax Fact Sheet and Calendar

It’s not hard to find tax information on the Internet–when quarterly taxes are due, 401(k) contribution limits, and so forth. But in the interest of saving you a few clicks, we’ve amalgamated all of 2016’s important tax facts and dates in a single spot. 2016: Important Tax Facts for Investors IRA contribution limits (Roth or […]

Top Seven Tax Deductions for Seniors and Retirees

If you are a senior or retired, be sure to understand and take advantage of the deductions available to reduce your income taxes each year. Here’s some of the most important tax deductions. 1. Medical and dental expenses. Medical and dental expenses are often one of the largest expenses for retired people. Fortunately, some of […]

THE TOP THREE REASONS TO HAVE A LIVING TRUST

You may be thinking, “Why do I need a trust? I don’t have a large estate and don’t need any fancy estate planning. And getting a trust is expensive and complicated.” We’re going to explain, in a few simple words, why you will probably benefit from a living trust. A living trust is a written […]

CLIENT OF THE MONTH

Lisa is the client of the month for May. She has been part of our AGT family since 2008. Her cheery personality and attitude is shown from within and out. Enjoy your gift and thank you for being part of our team.

A raving review from one of our clients which included Hannah

Hannah is a Certified Health Coach with Take Shape for Life. She has been sharing her success at our annual homemade brunch each week. She and her husband Gary have lost over 50 pounds each and their lifestyle has tremendously improved. Hannah helps others to achieve their goals in this area and to put the […]

Tax-Saving Tips for 2014

1.)  It’s Not Too Late For 2013 IRA Contributions  Even though it’s already 2014, it’s not too late to add money to your 2013 IRA, Roth IRA, or SEP accounts.  The deadline for IRA and Roth IRA contributions for 2013 is April 15, 2014.  If you get an extension, then you have until your actual […]