Our Blog
IRS Issues New Tables for Calculating Required Minimum Distributions (RMDs) from IRAs
Written by: Elissa Wurf, PhD, CFP®, CPA New tables for calculating the Required Minimum Distributions (RMDs) from Traditional, SEP, and SIMPLE IRAs as well as from 401(k)s and 403(b)s went into effect on January 1, 2022. The last time these “life...
Agili Market Insights: First Quarter 2022 Views (Video and Transcript)
Click here to watch our latest video, Agili Market Insights: First Quarter 2022 Views. A full transcript of the video featuring Michael Joyce is below in italics. __________________________ Video Transcript Hi, this is Michael Joyce from Agili, Your...
Tax News for Early January 2022
Written by: Elissa Wurf, PhD, CFP®, CPA In our effort to keep clients apprised of tax news, we wanted to let you know that you may soon receive (or you may have already received) one or both of the following tax letters from the IRS. Please set these aside with...
Tax Planning vs. Tax Preparation
Written by: Elissa Wurf, PhD, CFP, CPA Some financial advisory firms offer tax preparation services, but at Agili, we focus exclusively on tax planning. At Agili, when we make investments for clients that have atypical tax treatment, we like to review their tax...
Avoid These Financial Surprises When a Spouse Dies
Written by Carrie L. Fellon, CFP®, CRPS Dealing with the grief and loss of a spouse or significant other can, on its own, feel overwhelming. The legal and administrative tasks associated with the deceased person's estate can increase the stress that one may already...
Agili Market Insights: Fourth Quarter 2021 Views (Video and Transcript)
Click here to watch our latest video, Agili Market Insights: Fourth Quarter 2021 Views. A full transcript of the video featuring Michael Joyce is below. Transcript: Hi, this is Michael Joyce from Agili, Your Personal CFO. And I’m pleased to share with you our...
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