Health Savings Accounts (HSAs), many are surprised to learn, are actually super-tax-advantaged retirement vehicles. Oftentimes HSAs are confused with flexible spending accounts (FSAs). If you aren't …
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Why an HSA Beats an IRA Any Day
A Health Savings Account (HSA), many are surprised to learn, is actually a super-tax-advantaged retirement vehicle. Oftentimes HSA's are confused with flexible spending accounts (FSA). If you aren't …
Autumn and Taxes – Wha….? Whyyyyy??
Autumn is not the time we normally think about taxes. Taxes are generally considered an annual drudgery that begins around February 1 and ends on April 15 (or in 2020, July). Yet actually, there are …
Before You Hit Renew – Fall Enrollment Reminders
When it comes to employer, private health, and Medicare benefits, many people brush over their options each fall and simply renew last year's choices. However, especially with the possibility of …
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Why am I Receiving a Form 5498 in May?
If you have a Health Savings Account, a Roth IRA, or other IRA, you may be receiving a Form 5498 in May. Many people are confused as to its purpose and in particular, timing. It seems like you just …
