2022 Key Financial Data Guide

2022 Key Financial Data Guide

Financial Guides 2022 Key Financial Data Guide The 2022 Key Financial Data reference guide puts many important financial numbers right at your fingertips—in a simple graphic format. Organize your finances at your convenience without having to search the internet for...
The Smart Tax Planning Newsletter October 2021

The Smart Tax Planning Newsletter October 2021

Tax-Saving Tips The Smart Tax Planning Newsletter October 2021 Taxation of 529 College Savings Account Withdrawals The big advantage of 529 plans is that qualified withdrawals are always federal-income-tax-free—and usually state-income-tax-free too.  What you may not...
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...
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...