by Cindy Joyce | Jun 5, 2024 | Financial Planning
by Elissa Wurf, PhD, CFP®, CPA At Agili, we like to keep our clients and friends apprised of legislation that may affect them. Today, we’re writing the first of two blog posts about portions of The SECURE 2.0 Act that go into effect in 2024. As you may recall, The...
by Cindy Joyce | May 23, 2024 | Financial Planning
When Is It Prudent to Convert to a Roth IRA? It can make sense to convert to a Roth IRA if your tax bracket today is going to be lower than your tax bracket in the future. What we find is that there can be good opportunities in your early career (depending on your...
by Cindy Joyce | May 2, 2024 | Financial Planning, News
In this story for NBC12 that has been distributed nationwide, Michael Joyce tells Rachel DePompa that it’s important to consider all financial aspects of a divorce before signing the divorce decree. Watch the story here Tax Implications and Other Fees following a...
by Cindy Joyce | Apr 9, 2024 | Financial Planning, News
Michael Joyce encouraged listeners to check their interest rates in an interview with Rachel DePompa of NBC12. This story has been distributed to NBC affiliates nationwide. Watch the NBC12 story here. Take Advantage Now, While Rates Are High In the story, Michael...
by Cindy Joyce | Apr 5, 2024 | Financial Planning, News
Michael Joyce shared his thoughts on home buying in an interview with Rachel DePompa of NBC12. This story has been distributed to NBC affiliates nationwide. Watch the NBC12 story here. How To Prepare Before Beginning Your Home Search In the story, Michael...
by Cindy Joyce | Feb 27, 2024 | Financial Planning
Written by: Amber Ott At Agili, we aim to always keep clients and friends apprised of new regulatory requirements that may affect their lives but may not be top of mind for them. One such item is the Corporate Transparency Act (“CTA”). Update...