2023 Will Be a Huge Year for HSA’s
We have discussed in previous articles the benefits for contributing to HSA’s. You can make pre-tax contributions, hold and grow investments in them, with those deposits and growth also being tax-free on withdrawal for medical expenses. For people age 65 and older, funds can also be withdrawn without penalty. This makes the HSA both the preferable savings tool for long-term …
Consequences of Proposed Changes to Retirement Policies
by Steven BriggsChairman & CEOBriggs Financial Inc.Author Note: This was submitted in partial fulfillment of the requirement for the degree of Master of Science in Personal Financial Planning. Abstract A number of policy changes pertaining to how retirement accounts and other retirement-age mechanisms are either being proposed or have already been penned into law. These changes will have a significant …
2022: New Year, New You, Let’s Go!
2020 may have felt like a decade, and 2021 may have felt like a lifetime, but there’s plenty of reasons to be optimistic for the New Year – namely, YOU, and you working toward achieving your goals!
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