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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).

Taxes 263
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2019 Guide to Health Savings Accounts | benefitexpress

WEX Inc.

When it comes to managing employee benefits, employers are frequently turning to high-deductible health plans to help control costs. But managing – and keeping up with – HSA requirements has its difficulties.

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Miscellaneous Nuggets From Conferences Past

Money Talk

Methods include webinars, podcasts, blogs, television and radio shows, print media, websites, and more. Health Savings Accounts - One study found that the tax savings on many employees’ contributions to a health savings account (HSA) increases wealth by more than an employer match on the same employees’ 401(k) contributions.

401(k) 186
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Building a Secure Future with Health Savings Accounts 

Benefit Resource Inc.

One choice that sticks out in the ever-changing world of employee benefits for both employers and employees is a Health Savings Account (HSA). Many employees look to their employers to provide educational resources, such as seminars, webinars, and written materials, to help them understand how HSAs work.

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June 18, 2024 – Summit Compliance Webinar – Health Savings Accounts (HSAs)

InterWest Insurance Services

In partnership, we are offering access to the upcoming complimentary webinar. The goal of the webinar will be to provide employers with some tricks and tips to help employees navigate HSA-eligibility, HSA contribution limits, and HSA reimbursements.

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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.

Taxes 189
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Top post-open enrollment strategies to boost employee benefits engagement

WEX Inc.

For example, if health savings account (HSA) participation was lower than expected, you might plan targeted campaigns to explain their advantages. Host webinars, distribute user guides, or offer live Q&A sessions to help employees understand and use their benefits effectively.