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It’s time for a better approach to financial literacy, one that allows you to take charge of your finances in a way that aligns with your family’s goals. It’s time to learn at your own pace with WAGU: Your Personal Financial Learning Center, where you learn about topics that are important to you and your family.


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There's a lot going on out in today's markets. We've teamed up with Andrew Tang from Turner Financial Group to go over the top news in the markets and help bring you up to speed.

Each week, Andrew will review the top stories, stats, and information that are affecting the markets and economy.


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By the time you retire, your IRA, 401(k), and/or 403(b) may represent your largest tax liability by far.

This money has never been taxed, and the IRS will no longer wait for those taxes to be paid. This is when Required Minimum Distributions (RMDs) begin, but you don't have to be blindsided by the taxes that come along with them.

In this course, you'll learn all about RMDs, from what they are, when they start, and how you can better prepare yourself for this retirement chapter.


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Today we will be discussing how to be more tax efficient in retirement.

The goal of our session is to turn chaos into clarity and shed some light on the different retirement income streams, how they affect your yearend taxes, and how to get the most out of your retirement.


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Live Webinar Replays


Here at WAG, we’ve gotten a lot of questions over the last couple months about our thoughts on all of the new digital assets, and we’ve teamed up with a fantastic industry expert to get you all of the information you need on what digital assets are, what they do, and everything in between!

Our Latest Financial Articles

On October 21st, the Internal Revenue Service announced that the amount individuals can contribute to their 401(k) plans in 2023 has increased to $22,500, up from $20,500 for 2022. The IRS today also issued technical guidance regarding all of the cost‑of‑living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year

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IRS Increases 401(k) Limit By Record Amounts

Tempted to stash your money in a bank CD? Or maybe under your mattress or in a shoebox? Think either one of them will keep pace with inflation? Think again. Inflation Inflation is defined as an increase in the general level of prices for goods and services. Deflation, on the other hand, is defined as

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What’s the Best Long-Term Retirement Strategy during Inflation?

Yes, there are good things about being old, such as increased happiness, less stress, better marriages and deeper friendships. You seldom hear that: People tend to focus on the negatives of aging. How old is “old?” I don’t know exactly, but after my birthday last year, I can say that it’s much older than 58.

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Five Things That Actually Get Better in Retirement

Have a Question? Ask Our Experts!

Quick, Actionable Guides & Resources

Taking Charge of Your Taxes

Every year, slight adjustments are made to tax laws, and taxpayers have to figure out whether, and how, those changes affect their own situation. This past year is no different — and additional tax-related changes are expected. In our free guide, you'll learn about the current environment and how it may affect your taxes in the future.

Tax Strategies for Retirement

In this resource, we’ll discuss how different investments have different tax characteristics. The tax characteristics of certain financial options may make a big difference in determining whether such investments fit your specific circumstances and align with your financial goals.

Are You paying too Much in Taxes in Retirement?

This free 8-page tax guide was created for you to better understand how taxes could affect your retirement income. Topics we’ll cover in the Taxes in Retirement Guide: the advantages of separating your taxable and tax-deferred accounts, the signs to watch for in ever-changing tax laws, & options for tax deductions in retirement income.