

Health Savings Account
Often, tax-efficient strategies consist of either lowering a tax bill or deferring taxes to a later period. Tax avoidance is typically a red
Brian
Feb 29, 2024


Hooray for HSAs
I used my HSA account sparingly during the initial years I owned the account. Early on, my stance was to not use it for “normal” medical ...
Brian
Feb 9, 2023


529-to-Roth Conversion
For those thinking about generational wealth and transferring assets to the next and second generations, a 529-to-Roth conversion presents..
Brian
Feb 3, 2023


Tax Loss Time
One silver lining about equity market declines this year is the ability to reduce future taxes. The process - tax-loss-harvesting - enables
Brian
Dec 2, 2022


What's in Your W-4?
The job market has experienced dramatic changes over the last two years. Working from home, at least part-time, is more the norm than a ...
Brian
Sep 15, 2022