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In this episode, we talk in-depth about how Travis originally developed his specialization of student loan planning through first correcting the misinformation given to his (now-)wife and her friends in the medical field (and realized that he could give high value to a chronically underserved population), how Travis first started his student loan consulting (..)
At Zoe Financial, we’ve seen firsthand how proactive planning with a fiduciary advisor helps individuals protect and grow their wealth across generations. This guide consolidates what we’ve learned to help you refine, update, or pressure-test your current retirement and estate strategy with confidence.
Key Takeaways: Maximize available deductions through strategic planning Consider timing of income recognition and deductions Leverage investment and charitable giving strategies Stay informed about AMT implications Regularly review and update your tax strategy FAQ Q: What are the best tax deductions for high-income earners?
Retirement contributions Individuals can take advantage of various tax-related retirementplanning strategies to reduce their taxable income today and post-retirement. Health Savings Accounts (HSAs) HSAs are available to individuals enrolled in high-deductible health plans (HDHPs).
Tax planning for a transition out of Intel is critical. Medical It’s typical to get a year of COBRA as part of your separation package at Intel, which pays for continued health insurance coverage and allows you to stay on your Intel plan. This is in addition to the accelerated vesting provided by Intel retirement rules.
Severance (or layoff) packages at Intel have three main components: Income, Medical, and Stock. Tax planning for a transition out of Intel is critical. As part of your separation package at Intel, it’s typical to get a year of COBRA which pays for continued health insurance coverage and allows you to stay on your Intel plan.
This means that for those contributing the maximum of $19,500, Microsoft would contribute another $9,750 towards your retirement savings. Planning opportunities with the 401k: Maximize your contributions to get the maximum employer match. at retirement or upon leaving the company. 2021 could be your last chance to participate.
This means that for those contributing the maximum of $19,500, Microsoft would contribute another $9,750 towards your retirement savings. Planning opportunities with the 401k: Maximize your contributions to get the maximum employer match. The Mega Backdoor Roth 401(k) is a fantastic way to boost your retirement savings.
For example, they could make most of their charitable contributions and medical expenditures in a year they plan to itemize. For example, they could make most of their charitable contributions and medical expenditures in a year they plan to itemize.
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