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Maximizing Health Savings Accounts (HSAs) Tax Benefits With Adult Children Under Age 26

Nerd's Eye View

Health Savings Accounts (HSAs) are one of the most popular savings vehicles because of their triple-tax advantage: account owners can take an above-the-line tax deduction for eligible contributions, growth in the account is tax-deferred, and withdrawals are tax-free if they are used for qualified healthcare expenses.

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At the Money: How to Pay Less Capital Gains Taxes

The Big Picture

At the Money: How to Pay Less Capital Gains Taxes (January 24, 2024) We’re coming up on tax season, after a banner year for stocks. Successful investors could be looking at a big tax bill from the US government. On this episode of At the Money, we look at direct indexing as a way to manage capital gains taxes.

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How to Leverage Tax-Advantaged Accounts in 2023

Carson Wealth

While everyone has different financial goals and objectives, one smart strategy can be to reap the benefits of tax-advantaged accounts to help mitigate your tax burden, whether for today or down the road. What Are Tax-Advantaged Accounts? . There are two types of tax-advantaged accounts: .

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Ask Wealthfront: How Do Taxes Work for My Wealthfront Accounts?

Wealthfront

How do taxes work for the interest I earned in my Cash Account? What about […] The post Ask Wealthfront: How Do Taxes Work for My Wealthfront Accounts? Want to see your question answered here? Reach out to us on social media and we’ll try to address it in a future column. appeared first on Wealthfront Blog.

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The CPA Firm Growth Strategy: From Compliance to Consulting

Speaker: Rita Keller - President of Keller Advisors, LLC

You've worked diligently and have built a glowing reputation grounded in your excellent skills in tax, accounting, and auditing. You're known as the “go-to” person when a client is faced with tax and financial decisions. You have a very successful firm -- but that’s not enough.

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Make your 2024 Taxes Less Taxing by giving yourself a Tax Checkup!

MainStreet Financial Planning

As April 15th approaches, taxpayers across the country are gearing up to fulfill their annual obligation – filing taxes. Whether you’ve already submitted your returns or are yet to tackle the paperwork, now is the perfect time for a tax check-up. Other Resources Should I do my own taxes?

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High-Yield Savings Accounts Slam Americans With Larger Tax Bills

Wealth Management

Now, the tax bills are coming due. Goldman’s Marcus and others raised the yield for savers as the Federal Reserve hiked interest rates.

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