Insights from the Specialized Professionals

Tax expertise runs deep at AEGIS. We regularly share strategies, ideas and tips to help you build and manage your wealth tax-efficiently.

IRA and Retirement Plan

Limits for 2018 IRA Contribution Limits The maximum amount you can contribute to a traditional IRA or a Roth IRA in 2018 is $5,500 (or […]

Setting Financial & Investment Goals

Setting Financial and Investment Goals Setting goals is a very important part of life in general and in financial planning in particular. Before you actually […]

Repayment Options for Student Loans

What is it? When you begin repaying your federal student loans, you will need to select a repayment option. In the past, the federal government […]