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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...