E.g., 12/03/2021
E.g., 12/03/2021
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  | Financial Decisions

After-Tax Balance Rules for Retirement Accounts

The advantage of accumulating after-tax assets in a retirement account is that when they are distributed, the amounts will be tax- and penalty-free. However, this benefit is realized only if the necessary steps are taken.
charitable giving
‘Tis the season for giving – and saving, too. If you’ve been planning to donate this year, don’t wait any longer. For tax purposes, you must give by December 31. Here are a few tips on how to make the most of charitable giving this year:
  | Financial Wellness

5 tips for achieving your financial Zen

When you imagine your financial future, what do you see? No more credit card debt? A larger nest egg? Finally having some spending cash? To make that vision a reality, you need a plan.
Health savings accounts offer taxpayers one of the most favorable ways to save money. With contributions that are tax-deductible and distributions that are tax-free as long as they're used for qualifying medical expenses, HSAs offer a double benefit that you won't find with IRAs, 401(k)s, or most other types of tax-favored accounts.
group of women chatting
Are you looking for new ways to stretch your budget and save on taxes? If so, consider taking advantage of the health savings and/or spending accounts that may be provided by your employer. These tools offer potential tax advantages and savings opportunities.

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