Everybody uses their health savings account (HSA) a little differently, and that’s OK. In fact, flexibility is one of the many advantages of an HSA. However, there are a few...
Each year, the Employee Benefit Research Institute (EBRI) conducts its Retirement Confidence Survey to assess both worker and retiree confidence in financial aspects of retirement. In 2018, as in years...
Buying a home can be a major expenditure. Fortunately, federal tax benefits are still available, even after recent tax reform legislation, to help make homeownership more affordable. There may also...
As people move through different stages of life, there are new financial opportunities—and potential pitfalls—around every corner. Have you made any of these mistakes?...
The Tax Cuts and Jobs Act, passed in December of last year, fundamentally changes the federal tax landscape for both individuals and businesses. Many of the provisions in the legislation...
Now that it's fairly common for families to have two wage earners, many husbands and wives are accumulating assets in separate employer-sponsored retirement accounts. In 2018, the maximum employee contribution...
On May 10, 2018, the IRS released Revenue Procedure 2018-30 to announce the inflation-adjusted limits for health savings accounts (HSAs) and high deductible health plans (HDHPs) for 2019. ...
[vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" text_align="left"][vc_column width="2/3"][vc_column_text] You must have been pleasantly surprised to find out you'd be getting a refund from the IRS — especially if it was a large...
[vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" text_align="left"][vc_column width="2/3"][vc_column_text] Tax deductions and credits are terms often used together when talking about taxes. While you probably know that they can lower your tax liability,...
[vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" text_align="left"][vc_column width="2/3"][vc_column_text] Often, tax-qualified retirement accounts such as IRAs make up a significant part of one's estate. Naming beneficiaries of an IRA can be an important...
