Dec 4, 2019 | 401k, Market, Taxes
HSA – Triple Tax Advantage Strategy Tax-advantaged plans such as 401(k)s and college savings plans are everywhere these days, but less well-known are Health Savings Accounts (HSAs) despite the many advantages they offer. Employers and employees alike should be...
Sep 4, 2013 | Protect Your Family, Retirement Plans
“When it comes to paying (or overpaying) taxes, the conventional wisdom among some finance professionals is that nothing beats a refund. Maybe so, maybe not. In a ‘Wealth Matters’ piece for The New York Times, the always-interesting Paul Sullivan spells it all out in...
Apr 29, 2013 | Retirement Plans, Tax Planning and Deductions
Exhaling now that April 15 has passed, let’s turn our attention from the IRS to IRAs. Regina Lewis, host of USA TODAY’s “Money Quick Tips” videos, has a smart piece on IRAs as being a recommended part of your retirement plan. Here is part of her article: “Since very...
