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- Sep 27, 2023
Maximizing Your Health Savings Account (HSA): Strategies for Tax Planning and the Beneficiary Burden
Health Savings Accounts (HSAs) are powerful financial tools that offer numerous benefits for those looking to save for healthcare...
- Sep 6, 2023
Why are annuities so difficult?
First, why did I write this? In the first half of 2023, total annuity sales jumped 28% to $182.7 billion. This marks the highest sales...
- May 16, 2023
Traditional TSP vs. Roth TSP: Understanding the Differences
Traditional TSP vs. Roth TSP: Understanding the Differences When planning for retirement, one crucial aspect to consider is choosing the...
- Apr 26, 2023
What type of Tax Planning do I need? 5 most common items
As the tax season ends, individuals and businesses are beginning to consider their tax liabilities and look for ways to minimize them in...
- Mar 2, 2023
Federal Employees Retirement System (FERS) Supplement or Special Retirement Supplement (SRS)
Federal Employees Retirement System (FERS) Supplement, also known as the Special Retirement Supplement (SRS), is a payment made to eligible
- Jan 11, 2023
Will I Receive A Step Up In Basis For The Appreciated Property I Inherited?
In most cases, there is a step-up in basis when property is transferred from a decedent. But there are a few exceptions and some subtle...