Blog Archives

It’s Open Enrollment Season. Time to Take a Good Look at HSAs

To the best of my knowledge, contributing to a Health Savings Account (HSA) is the only investment opportunity that allows for tax-deductible contributions and tax-free withdrawals. Please note that only individuals with a qualifying high-deductible health insurance in place are

Posted in 2018 Year End Newsletter, November 2018 Newsletter

Social Security Max Increases to $132,900 for 2019

Most years, the government bumps up the maximum Social Security taxes that you can pay.  For 2019, the maximum wage base jumps to $132,900, an increase of $4,500, or 3.5%, over the max of $128,400 that was in place for

Posted in 2018 Year End Newsletter, November 2018 Newsletter

IRS Announces Higher Retirement Plan Limits for 2019

Contributing to a retirement plan is one of the best tax shelters available to you during your working years.  Recently, the IRS announced that many of the retirement savings limits will increase for 2019. Employer Sponsored Plans Most working professionals

Posted in 2018 Year End Newsletter, November 2018 Newsletter