Money Talk

DECEMBER 29, 2021

Income Taxes- Tax filing was pushed back to May 17 and advance child tax credits were sent to income-eligible families with children from July to December. There was also late notice of tax exemption for up to $10,200 of 2020 unemployment benefits. to require personal finance education.

Finance 363

Finance Taxes Retirement Plan Insurance 363

WEX Inc.

JULY 30, 2024

Offering solutions rather than simply calling attention to a problem can provide an educational opportunity and perspective from our area. In 2022, our annual employer survey showed that the biggest challenges employers face with benefits are within education. The information in this blog post is for educational purposes only.

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Taxes Education Benefits Package Salary 98

Employee Benefit News

APRIL 2, 2024

Help employees save money by educating them on contributions and eligible items for their health savings accounts.

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Health Savings Account Taxes Education Employee Benefits 231

WEX Inc.

OCTOBER 2, 2024

In the second blog post in our three-part series to educate first-time participants, we walk through a few factors you should consider when choosing among employee benefits accounts for the first time. By estimating your annual healthcare costs, you can contribute pre-tax dollars and use them as needed throughout the year.

Employee Benefits 98

Employee Benefits Flexible Spending Account Health Savings Account Life Insurance 98

WEX Inc.

NOVEMBER 21, 2024

Additionally, health savings accounts (HSAs) continue to gain attention as a powerful tool for retirement planning, offering tax advantages and the ability to save for future healthcare costs. Employers can support this need by offering financial education, from budgeting workshops to retirement planning.

Employee Benefits 104

Employee Benefits 401(k) Employment Health Savings Account 104

Money Talk

MAY 31, 2023

Tax Planning - Until 12/31/25, taxes are “on sale.” Nobody has a crystal ball, but we know that tax rates will rise starting in 2026 when the Tax Cuts and Jobs Act expires. There are only two ways to reduce taxes: 1. When the government lowers tax rates. Make less income and 2.

Finance 246

Finance Taxes Pension Education 246

WEX Inc.

AUGUST 29, 2024

Fertility treatments will qualify for HSA and medical FSA funds to the extent that procedures are performed on the participant, spouse, or another individual whose expenses are eligible for tax-free reimbursement. The information in this blog post is for educational purposes only. It is not legal or tax advice.

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Flexible Spending Account Health Savings Account Flexible Spending Medical 98

Money Talk

MARCH 2, 2023

After I left New Jersey and was no longer a recognizable figure as a financial educator for Rutgers University, I attended a few free meal seminars “undercover” in my new home state of Florida. Few people know about my financial education work and I knew I wouldn't be "outed" and asked to leave because I'm a CFP(R).

Taxes 245

Taxes Consulting Education Finance 245

HR Digest

MARCH 5, 2025

As of March 6, 2025, sentiment on tax exemption on overtime pay is shifting. States with no tax on overtime pay are rare, but theyre making huge waves by leaning towards tax exemption on overtime pay. States with no tax on overtime pay are rare, but theyre making huge waves by leaning towards tax exemption on overtime pay.

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Overtime Taxes Payroll Payroll System 52

Money Talk

JUNE 5, 2024

I recently attended a webinar about women’s finances presented by the FINRA Investor Education Foundation in cooperation with the New York Public Library. Three tips were provided: understand your retirement savings plan, automate your contributions, and learn about the tax benefits of IRAs and employer plan contributions.

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401(k) Finance Taxes Utilities 313

Employee Benefits

JANUARY 4, 2023

What is financial education? Financial education as a benefit can take many forms. At the higher end, financial education programmes can be holistic, providing multimedia resources, including individual guidance or advice, financial modelling and health checks, and targeted communications. How does financial education work? .

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Education Health and Welfare Pension Finance 105

HR Lineup

SEPTEMBER 28, 2024

Payroll and Compensation Management: Automates payroll processing , salary adjustments, and tax calculations. Candidate Screening: Filters candidates based on pre-defined criteria such as skills, experience, and education. Time and Attendance: Records work hours, leave balances, and overtime.

Human Resources 245

Human Resources Payroll Recruitment Retirement Plan 245

WEX Inc.

JULY 10, 2024

The information in this blog post is for educational purposes only. It is not legal or tax advice. For legal or tax advice, you should consult your own legal counsel, tax and investment advisers. .” Learn more about employee benefits by subscribing to our blog !

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Voluntary Benefits Disability Insurance Utilities Taxes 98

Flimp Communications

DECEMBER 5, 2024

Breaking through the noise with educational HR content will not be easy. April: Essential Money-Saving Tips April is tax season, and money will be on your employees’ minds. In particular, they will be looking to maximize their tax refunds, but even non-tax-related financial advice is welcome this time of year.

Healthcare 105

Healthcare Taxes Voluntary Benefits PTO 105

WEX Inc.

SEPTEMBER 19, 2024

The information in this blog post is for educational purposes only. It is not legal or tax advice. For legal or tax advice, you should consult your own legal counsel, tax and investment advisers. WEX receives compensation from some of the merchants identified in its blog posts.

Health 98

Health Flexible Spending Account Health Savings Account Flexible Spending 98

Money Talk

OCTOBER 11, 2023

For almost four years, I have been a full-time financial education entrepreneur. Tax Write Off for Health Insurance - On line 17 of Schedule 2, self-employed workers can take an “above the line” deduction for health insurance, which lowers their AGI. Almost half of all U.S. For 27 years prior, Money Talk was a “side hustle.”

Employment 215

Employment Deductible Deductions Taxes 215

Employee Benefits

NOVEMBER 15, 2023

For the last 11 years, BT has rolled out a programme of financial education for its employees to help them plan for retirement. before financial education, to 4.1 following it,” says Shiels.

Pension 116

Pension Education Retirement Plan Finance 116

HR Lineup

JULY 4, 2024

Transit Passes Transit passes are a popular form of commuter benefit where employers provide employees with pre-tax transit passes or reimbursements for public transportation expenses. Tax Savings: Both employers and employees can enjoy tax advantages. Employers can also save on payroll taxes. For Employers 1.

Transportation 246

Transportation Taxes Deductible Deductions 246

HR Lineup

MARCH 13, 2022

Some of these plans have an advantage when it comes to taxes. For such a program to enjoy any tax benefits , it has to conform to the standards set in the US tax code, section 401a. However, the tax deduction is limited to a maximum of 25% of the total salary of the employees in this qualified employee benefit plan.

Retirement Plan 246

Retirement Plan 401(k) Gross Pay Profit Sharing Plan 246

WEX Inc.

JULY 9, 2024

By contributing more to your HSA, you can use these pre-tax funds to pay for eligible routine or unexpected healthcare expenses that your healthcare plan may not cover. Funds generally grow tax-free within an HSA, but only about 8% of HSAs are investing. The information in this blog post is for educational purposes only.

Health Savings Account 98

Health Savings Account Healthcare Medical Taxes 98

InterWest Insurance Services

APRIL 24, 2025

When HDHPs still make sense Despite the downturn, HDHPs aren’t vanishing, and they are still a good choice for certain groups: Young and healthy workers: People who rarely use medical services can benefit from the low premiums and use HSAs to build tax-free savings. Educate your workforce. Monitor enrollment trends.

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Out of Pocket Cost Employment Deductible Deductions 83

PeopleKeep

MAY 18, 2022

In recent years education benefits have become one of the most in-demand employee benefits options alongside wellness programs. An additional 13% of employers offer a 529 plan —a tax-advantaged account used to save for higher education.

Education 97

Education Retirement Plan Benefits Package Health Insurance 97

Ahmed's Universe

SEPTEMBER 28, 2013

The only thing growing at double-digit figures in Brazil are prices There are several reasons why prices are so high: poor infrastructure, red tape, high taxes, low productivity. I would single out two of these: high taxes and low worker productivity. High taxes are not in and of themselves a bad thing.

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Taxes Transportation Education Hospitality 295

WEX Inc.

NOVEMBER 14, 2024

Health savings accounts have a triple-tax advantage, meaning distributions for qualified medical expenses and investment returns are tax-free, and contributions are tax-deductible. You won’t need to pay Social Security or Medicare tax on the funds going into the FSA. It is not legal or tax advice.

401(k) 98

401(k) Flexible Spending Account Health Savings Account Flexible Spending 98

Money Talk

DECEMBER 27, 2024

Also, with tax-deferred retirement plans subject to RMDs, savers are in a partnership with the IRS. Diagnostic Tools- Useful documents to understand an individual or couples finances for planning purposes are net worth and cash flow calculations, saving and investment account statements, and income tax returns.

Retirement Plan 166

Retirement Plan Finance Taxes Insurance 166

WEX Inc.

OCTOBER 29, 2024

In the final blog post of our three-part series to educate first-time participants, we explore all the unknown voluntary benefits terms and bring clarity of information to first-time participants. The information in this blog post is for educational purposes only. It is not legal or tax advice.

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Voluntary Benefits Life Insurance Health Insurance 93

InterWest Insurance Services

JULY 20, 2022

Keep in mind that the ritual of choosing a benefits package is a brand-new experience for people who are new to the workforce, and you should prepare to educate new employees on how to effectively choose and use their new coverages, as well as all the details like premiums, deductibles and out-of-pocket expenses. Continuing education.

Education 98

Education 401(k) Deductible Deductions 98

Vantage Circle

JANUARY 29, 2023

Often the knowledge received at university is not enough, and corporate education comes to the rescue. Corporate education of personnel is a way for the organization's employees to gain new knowledge and improve their skills. So, corporate education is essential today. When is Corporate Education Necessary?

Education 104

Education Employee Loyalty Technology Taxes 104

PeopleKeep

JUNE 8, 2022

This article will explain tax withholdings for fringe benefits, whether employee stipends are taxable, and how to administer compliant employee perks. The content in this article is intended for educational purposes only.

Taxes 105

Taxes Benefits Package Consulting Education 105

Money Talk

OCTOBER 6, 2022

Lack of Retirement Planning - Many people spend time planning meetings that last an hour, weddings that last a day or a weekend, and higher education (4-5 years). Blogs should also include a disclaimer stating that posts are for educational purposes only and do not constitute personalized advice. net investment income tax (NIIT).

Taxes 188

Taxes Finance Education Retirement Plan 188

WEX Inc.

DECEMBER 3, 2024

The information in this blog post is for educational purposes only. It is not legal or tax advice. For legal or tax advice, you should consult your own legal counsel, tax and investment advisers. And watch our video below to learn more about the basics of a medical FSA.

Flexible Spending Account 98

Flexible Spending Account Flexible Spending Medical Taxes 98

Money Talk

NOVEMBER 9, 2023

traveling, volunteering, and working) between high school and post-secondary education or college graduation and graduate school. when there are no more early withdrawal penalties on money removed from tax-deferred accounts) and the start of required minimum distributions (RMDs). Think Malia Obama and Elon Musk.

Pension 191

Pension Taxes Deductible Deductions 191

WEX Inc.

JULY 24, 2024

For example, WEX benefits administration clients can take advantage of our custom communication workshops where we consult with key stakeholders to create a campaign, creative theme, and point of focus around a specific enrollment goal, or particular benefit offering for employee education outreach. It is not legal or tax advice.

Health Savings Account 59

Health Savings Account Taxes Health Insurance Consulting 59

Money Talk

JANUARY 13, 2022

Think Tax Efficiency - Plan ahead to pay the least amount of taxes legally due on retirement savings. Tax efficiency can have a significant impact on portfolio longevity. The aim is to pay taxes at the lowest possible tax rate and avoid being pushed into higher tax brackets with required minimum distributions (RMDs).

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Taxes Utilities Finance Banking 242

Money Talk

APRIL 7, 2022

One webinar sponsored by The American College of Financial Services covered financial topics such as income taxes, required minimum distributions (RMDs), qualified charitable distributions (QCDs), and income-related monthly adjusted amount (IRMAA) Medicare premium surcharges. Financial Planning Take-Aways ¨ Tax Deferral ?

401(k) 189

401(k) Taxes Finance Education 189

WEX Inc.

AUGUST 7, 2024

WEX’s supplier enablement can help you onboard and educate your suppliers about the advantages of virtual card payments, making the transition smoother and more beneficial for both parties. The information in this blog post is for educational purposes only. It is not legal or tax advice.

Banking 59

Banking Taxes Education Finance 59

Money Talk

JULY 25, 2024

As a financial education solopreneur who works from home, I was happy join a group of kindred spirits to share information about each other’s products and services. Contributions to non-Roth accounts are often tax-deductible, thereby reducing adjusted gross and, ultimately taxable, income. We are not alone. of net business income.

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Employment Health Insurance Pension Deductible 162