Blog
Examining the Innerworkings of H.R. 5376: The Inflation Reduction Act of 2022
It appears that a combination of mid-term election pressure and ongoing talks between Senators Chuck Schumer and Joe Manchin have produced a budget reconciliation bill (H.R. 5376) that seems destined to become law in The Inflation...
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The potential rework of how retirement contributions are allocated in Secure Act 2.0
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Are You Taking Full Advantage of the Tax Code While it’s on “Sale”?
Yes, I did it! I used the words tax and sale in the same sentence. Now this is not an advertised sale like you might see online or in retail, but rather the byproduct of the Tax Cuts and Jobs Act of 2017. The legislation changed both...
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What the Retirement Enhancement and Savings Act of 2019 Means to You
A new bill known as the “Retirement Enhancement and Savings Act of 2019,” or SECURE (Setting Every Community Up for Retirement Enhancement) Act has the potential to overhaul retirement savings options and other tools in the...
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How a Qualified Charitable Distribution Could be a Potential Win for IRA Owners
One of the fallouts of the new Tax Cuts and Jobs Act is that fewer people will be able to itemize their taxes. The caps or outright elimination of some tax write-offs often mean that the $26,600 standard deduction is the best option...
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Going Deeper with Health Savings Accounts
When most people think about Health Savings Accounts (HSA) they view them as a practical way to pay for out-of-pocket medical expenses. Paired with a high deductible health plan the combination of lower monthly medical premiums and tax...
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