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June 20, 2019
Knowledge Center
Is an HSA Right For You?
To help defray health care costs, many people now contribute to, or are thinking about setting up, Health Savings Accounts (HSAs). With these accounts, individuals can pay for certain medical expenses on a tax advantaged basis. The basics With HSAs, you take more responsibility for your health care costs. If you’re covered by a qualified […]
June 18, 2019
Knowledge Center
Donating Your Vehicle to Charity May Not Be A Taxwise Decision
You’ve probably seen or heard ads urging you to donate your car to charity. “Make a difference and receive tax savings,” one organization states. But donating a vehicle may not result in a big tax deduction — or any deduction at all. Trade in, sell or donate? Let’s say you’re buying a new car and […]
June 11, 2019
Knowledge Center
You Have Options When Addressing Life Insurance in Your Estate Plan
Life insurance has long provided a source of liquidity to pay estate taxes and other expenses. But, with the estate tax exemption currently set at an inflation-adjusted $10 million ($11.40 million for 2019), estate taxes are no longer a concern for many families. Nonetheless, life insurance offers many benefits for nontaxable estates. If you own life insurance […]
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Would you like to pay health care expenses from a tax-advantaged account? A Health Savings Account (HSA) may be rig… https://t.co/vfAORCPgxq
5:06 PM - 20 Jun 2019
A tax deduction isn’t the only reason for donating a vehicle to charity. But if you’re counting on one, make sure y… https://t.co/spLHXYlfNQ
5:26 PM - 17 Jun 2019
#ItsMoreThanJustNumbers #Life #MillerKaplan https://t.co/2rVkov3iWb
4:27 PM - 13 Jun 2019