Sage Smart Solutions

Sage Smart Solutions Amplify The Returns Of Americas #1 Legal Tax Shelter

10/07/2024

What's going on with Mark and Marcy.

10/03/2024

💼 *For employers looking to support working parents:* 💼

Sage Smart Health provides immediate medical advice and care coordination, helping reduce stress, absenteeism, and unnecessary medical costs for your employees. Investing in their well-being has never been easier.

Marcy recently told me about a friend’s mom who decided she didn’t need hospice any longer because her dog was going to ...
09/18/2024

Marcy recently told me about a friend’s mom who decided she didn’t need hospice any longer because her dog was going to live a few more years and would need her. And then she started getting better.

Mindset matters.

People with guaranteed income streams in retirement live longer.

Depending on one's age at the time of the annuity, annuitants on average live 2-5 years longer than the general population, according to actuarial tables.

09/16/2024

Credit: FF

09/16/2024

Why High-Income Clients Should Halt Pretax 401(k), IRA Contributions

Ed Slott says clients can start trimming IRAs and other retirement account balances to take advantage of historically low tax rates.

Give Your Employees the Care They Deserve
09/05/2024

Give Your Employees the Care They Deserve

recent irs ruling provides great opportunity for employers and employees

A new April 2024 IRS ruling on employee wellness is creating tax savings for business owners at no net cost to them, and...
09/05/2024

A new April 2024 IRS ruling on employee wellness is creating tax savings for business owners at no net cost to them, and agents are making massive recurring revenues. Plus America's work force is getting improved health benefits with more money in their pockets as well. This a Real WIN/WIN/WIN!

09/04/2024

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