Your Responsibility as Our Client
To keep your financial plan current, we ask that you provide us timely updates on changes in your personal information, contact data, and any life event change. In addition, if there are changes to your risk tolerance, liquidity requirements, time horizon, or investment needs, please consult with an AEGIS Team member. We’re always here to listen and help. Thank you.
2024 Key Numbers for Health Savings Accounts
The IRS recently released the 2024 contribution limits for health savings accounts (HSAs), as well as the 2024 minimum deductible and maximum out-of-pocket amounts for […]
70 + Older | RMD Relief and Guidance for 2023
In early 2022, the IRS issued proposed regulations regarding required minimum distributions (RMDs) to reflect changes made by the Setting Every Community Up for Retirement […]
Under 60 | Understanding Social Security
Approximately 70 million people today receive some form of Social Security benefits, including retirement, disability, survivor, and family benefits.1 Although most people receiving Social Security […]