Saturn Wealth

Blog

All About RMDs

All About RMDs   There really is a purpose behind required minimum distributions (RMD) of tax-advantaged retirement accounts. IRAs and employer-sponsored retirement plans feature tax-deferred income contributions and earnings growth throughout the lifetime of the…

Read More...

How Infrastructure Spending Affects Municipal Bonds

How Infrastructure Spending Affects Municipal Bonds   According to the American Society of Civil Engineers, the 10-year tab to meet the country’s basic infrastructure needs is about $6 trillion. The report, published in March, includes…

Read More...

Tax Strategies

Tax Strategies   In an effort to pay for new legislation, the Biden administration has proposed higher taxes for the nation’s highest earners. The president advocates returning the top tax rate to 39.6% for individuals…

Read More...

The Labor Market in the Post-Pandemic Era

The Labor Market in the Post-Pandemic Era   According to the most recent Future of Jobs Report by the World Economic Forum, 50% of employees will need new skills training by 2025 as the pace…

Read More...

Survival of the Fittest

Survival of the Fittest   The coronavirus pandemic worsened income and wealth disparity in the U.S.1 However, if you were on a good path for retirement planning and financial stability, chances are you were in the…

Read More...

What’s Driving Oil Prices?

What’s Driving Oil Prices?   Oil prices are influenced by supply and demand, and 2020 was a great demonstration of this principle. With global and local shutdowns due to the spread of the coronavirus, there…

Read More...

Gen X Prepares to Ascend the Throne

Gen X Prepares to Ascend the Throne   Generation X, comprised of adults between the ages of 40 and 55, have entered their prime earning years while at the same time enjoying a bull market…

Read More...

Investment Consolidation Strategies

Investment Consolidation Strategies   Throughout investment industry and financial media sources we constantly hear the message that our money should be diversified. By spreading assets throughout a number of different vehicles, we can take advantage…

Read More...

Social Security Proposals and Strategies

Social Security Proposals and Strategies   As the Social Security Trust Fund approaches its expiration date, many existing entities are offering helpful suggestions for funding alternatives. For example, the Association of Mature American Citizens (AMAC)…

Read More...

Updates on FSAs and HSAs

A recent survey found that 40% of respondents with access to a health savings account (HSA) do not fully understand how they work. Basically, HSAs are paired with high-deductible health plans to help people save…

Read More...
consultation-circle

Ready to take
The Next Step?

For more information about any of the products and services we provide, schedule a meeting today or sign up for our newsletter.

 Or give us a call at 480.339.7103