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Ten Tax Planning Tips for 2022

Money Talk

Five examples are tax-loss harvesting, Roth IRA conversions, qualified charitable contributions (age 70½ +), setting up a donor advised fund, and increased contributions to a tax-deferred retirement savings plan, health savings account or HSA (if eligible), or flexible spending account or FSA (if available).

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Financial and Lifestyle Insights- Part 3

Money Talk

In this post, I continue my discussion of tips from webinars, podcasts, and virtual conferences that I heard during the last quarter of 2021. Decumulate Carefully- Consider a webinar speaker’s observation that spending down accumulated savings in retirement is more complex and has higher stakes than saving during working years.

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Basics of Tax-Efficient Investing

Money Talk

Below are six tax-saving ideas gleaned from recent webinars and research for my book: Look Toward the Future - Absent new tax legislation, the Tax Cuts and Jobs Act is scheduled to sunset after 2025, tax rules will return to what they were in 2017, and tax rates will be higher than they are right now.

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PeopleKeep

HR Lineup

PeopleKeep also provides flexible spending accounts (FSAs), health reimbursement arrangements (HRAs), and health savings accounts (HSAs) to help employees save money on healthcare expenses. Employers can choose from a range of pre-tax benefits, including health insurance, dental insurance, vision insurance, and other types of benefits.

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New benefits plan year tips for HR

WEX Inc.

Schedule workshops or webinars to break down complex topics like: Health savings accounts (HSAs) Flexible spending accounts (FSAs) Retirement planning options Emphasize the total rewards picture Highlight how your benefits program fits into your companys total rewards strategy.

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GoCo

HR Lineup

The platform also offers a flexible spending account (FSA) option, allowing employees to set aside pre-tax dollars for eligible medical and dependent care expenses. The platform also offers a wide range of resources, including tutorials, webinars, and articles, to help companies get the most out of their benefits offerings.

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4 Ways to Help Your Employees Navigate Post-Tax Financial Anxiety

Flimp Communications

Sign up for our webinar. In previous articles, we have covered several strategies for demystifying HSAs , HDHPs, and similarly confusing tax-advantaged programs like flexible spending accounts (FSAs). Money is on their minds. Related: Want to improve employee financial wellness? Explanatory videos.

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