10 Things You Probably Don’t Know About HSAs
We love HSAs. They are better than 401(k)s and Roth IRAs because you get a tax break on the way in AND you can pull the money out tax-free for medical expenses at any age. While they are a terrific …
What is NUA? (Net Unrealized Appreciation)
Do you own company stock with gains in your 401(k) or ESOP plan? If you do, it is vital that you understand a lesser known strategy of distributing that stock when you leave your job. The lower tax brackets we …
The Tax Deduction you Might Have Missed using TurboTax
I have been a Certified Financial Planner™ Professional for 14 years and I have been reviewing a lot of tax returns recently because of the Tax Cuts and Jobs Act. The majority of my clients live in Texas, one of …
Tax Cuts and Job Act of 2017
Tax Changes It appears that the Tax Cuts and Jobs Act of 2017 will be signed by the President this week. There are some significant changes: Kiddie Tax will be taxed at Trust Rates Repeal of the Pease Limitation Higher …
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