About SageView Wealth Management
SageView is an employee-owned and independent SEC-Registered Investment Advisor (RIA) with over 270 employees located in more than offices nationwide. Our firm provides unbiased retirement plan and wealth management consulting services to clients throughout the U.S.
We have been advising retirement plans, participants, and households since 1989. SageView serves over 1,900 retirement plans and 4,000 households totaling more than $150 billion (as of 6/30/22) in client assets. Our advisors each have extensive experience in the financial industry ranging from large scale retirement plans to high net worth households.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
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Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.
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Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
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