by chadparker | Mar 10, 2022 | Blog, FAQ's
Did you know you can get a tax deduction and/or tax credit for making a retirement plan contribution? Contributions to your Traditional and/or Roth IRAs can generally be made up until the tax filing deadline for the prior tax year. You can read more about the...
by chadparker | Feb 22, 2022 | Blog, FAQ's
If you are over 70.5 years old, have money in a Traditional IRA and want to strategically give money to a charitable organization, you should strongly consider making your donation via a Qualified Charitable Distribution (QCD). This is one of the most tax-efficient...
by chadparker | Feb 14, 2022 | Blog, FAQ's
Everyone knows college is expensive, but there are a number of different strategies to help offset some of the cost of college. From a tax perspective, the IRS has compiled a number of helpful resources. For Nebraska residents, Education Quest is a great resource for...
by chadparker | Nov 15, 2021 | Blog, FAQ's
For various reasons, at different seasons, it sometimes makes sense to make monetary gifts to family members or other individuals. Although gifts to individuals are not generally deductible to the giver, neither are they taxable income to the recipient. As long as the...
by chadparker | Nov 15, 2021 | Blog, FAQ's
Should I take the HSA health insurance option? When used properly, 9 times out of 10 the answer is a resounding YES! Here is a readable article from Kiplinger on 5 HSA Benefits. Of particular interest for some is Benefit #5 – Closing the Retirement Gap. For...
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