Will Biden’s Tax Plan Affect You?

Will Biden’s Tax Plan Affect You?

Table of Contents: The Legislation Process Biden's Proposals The Impact President Elect Biden’s Tax Plan There is still a lot of uncertainty surrounding the recent Presidential Election, but it appears Joe Biden and his administrative will take over in...
Will Biden’s Tax Plan Affect You?

How to Fund Your HSA

Table of Contents: I Love Health Savings Accounts Choosing Your HSA Provider Contributions Through Payroll Contributions Via Transfer or Check Take a Look Before Year End I Love Health Savings Accounts You know I love the Health Savings Account (HSA). If you didn’t...
Will Biden’s Tax Plan Affect You?

The Best 529 Plans for Texans

Table of Contents: 529 Plans Best 529 Plans for Texas Residents Low Cost User Friendly Platform In Summary 529 Plans Three weeks ago, I was introduced to a new reason to research 529 plans. Our first child was born and so began the process of setting up a 529 plan. My...
Will Biden’s Tax Plan Affect You?

Taxable Brokerage Accounts

Table of Contents: Savings Vehicle Allocation Sequential Savings The Difference After-Tax Value 30 Years of Consistent Contributions Takeaways Savings Vehicle Allocation Much has been written about asset allocation. Large cap versus small cap, domestic versus...
Will Biden’s Tax Plan Affect You?

529 College Savings Plans

Table of Contents: Saving for College Sequential Savings Contributions to 529 Plans Investments & Growth Distributions Is the 529 Plan the Right Vehicle? Saving for College According to the Office of Federal Student Aid, student loan debt exceeded $1.51 trillion...