Blog categorized as Tax Planning

COVID-19 Pandemic Stimulus 2.0

12/29/2020 01:56 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
COVID-19 Pandemic Stimulus 2.0
After months of debate, the latest Consolidated Appropriations Act has been signed into law, which includes a new round of economic stimulus during the pandemic.

Financial Best Practices for Year-End 2020

12/11/2020 06:59 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Financial Best Practices for Year-End 2020
Has 2020 left you feeling like the fabled Sisyphus, forever pushing a boulder up a steep hill? With multiple COVID-19 vaccines in the works, there’s hope the load will lighten in the new year. While we prepare for a fresh start, here are six financial best practices for year-end 2020 and beyond.

HSAs and Tax-Free Distributions

07/20/2020 11:10 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
HSAs and Tax-Free Distributions
When used for qualified medical expenses, owners of HSAs are able to take advantage of a triple tax free benefit: pre-tax contributions, tax-deferred growth, and tax-free withdrawals for qualified medical expenses.
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