Building Health Care Costs into Retirement Planning

Building Health Care Costs into Retirement Planning

Retirement Planning Building Health Care Costs into Retirement Planning Health care planning is a sensitive subject that often takes you and your advisor places you don’t want to go. But given rising expenses, no retirement plan is complete without some kind of...
Key College Funding Data 2021-2022

Key College Funding Data 2021-2022

Retirement Planning Key College Funding Data 2021-2022 I know that figuring out how to pay for college is one of the biggest challenges families face today. I’ve seen many overpay for college and hurt their savings and retirement plans. I don’t want that...
14 Tax Reduction Strategies for the Self-Employed

14 Tax Reduction Strategies for the Self-Employed

Tax Planning 14 Tax Reduction Strategies for the Self-Employed In June’s Monthly Tax Newsletter, there was a checklist with 14 tax planning ideas for the self-employed. The ideas expressed were simply one-lines. Below you will find related articles with the nuts...
How S Corporation Owners Can Cut Taxes by Keeping a Lid on Their Salaries

How S Corporation Owners Can Cut Taxes by Keeping a Lid on Their Salaries

Tax Planning How S Corporation Owners Can Cut Taxes by Keeping a Lid on Their Salaries Bradford Tax Institute Estimated Tax Tip Savings: Depending on your own salary and profit distribution levels, we’re typically seeing cases in which the S corp. owner can...
Blueprint for Employee-Spouse 105-HRA (Health Reimbursement Arrangement)

Blueprint for Employee-Spouse 105-HRA (Health Reimbursement Arrangement)

Tax Planning Blueprint for Employee-Spouse 105-HRA (Health Reimbursement Arrangement) Bradford Tax Institute The Affordable Care Act does not apply to a business that has only one employee.1 This opens the door for what we are going to call the 105-HRA. We created...