Several investment vehicles offer significant tax benefits, and the Health Savings Account (HSA) is a prime example. If you haven’t heard of HSAs, they are tax-advantaged accounts that allow contributions of pre-tax income for qualified medical expenses, with...
A Case Study in the Age-Old Debate of S-Corporation vs. Partnership This article dives into a case study comparing two business structures for a husband-wife team in their 40s: S-Corporations and partnerships. The primary focus is on the interplay between potential...
Dave Ramsey has for the longest time recommended a four category approach to investing in mutual funds. His approach keeps things simple, and according to Ramsey positions investors for the best outcomes as it pertains to diversification and investment growth. If you...
Target date funds have become the dominant investment solution for employer sponsored retirement plans (401(k), 403(b), etc). In recent years, 401(k) plans have gone as far as offering them as the only investment solution available to you. So what’s the deal? Is this...
The Roth IRA has become a popular retirement savings account, and for good reason. Besides being easy to open and fund, contributions are invested and grow tax free until withdrawal in retirement1. Who doesn’t like tax free, right? While most people have heard of the...
Every January gyms are filled with a plethora of people who decided their new year’s resolution was to get in shape–we’ve all been there at some point or another. Eventually, however, the new year inspiration fades away–two days, two weeks, or two months later, and...
Recent Comments