What are the new HRA options that will be available to employers in 2020?

By Mark Fissel
Posted on December 2nd, 2019

Health reimbursement arrangements (HRAs) are employer-sponsored accounts that help employees pay for health-care expenses on a tax-advantaged basis. An employer establishes HRA accounts on behalf […]

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Do Gift Cards Expire?

By Mark Fissel
Posted on December 2nd, 2019

Gift cards are popular and convenient gifts (to give and receive) for many occasions. But is it possible for gift cards to expire before they’re […]

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Should I sign up for an identity theft protection service?

By Mark Fissel
Posted on December 2nd, 2019

Unfortunately, data breaches are now normal, everyday occurrences in our society. As a result, many companies are offering services to help you protect your personal […]

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Estate Planning: Consider the Tax Basis of Gifted or Inherited Property

By Mark Fissel
Posted on December 2nd, 2019

Tax basis can be important when deciding whether to make gifts now or transfer property at your death. This is because the tax basis of […]

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FIRE: Four Things You Need to Know About This Hot Retirement Movement

By Mark Fissel
Posted on December 2nd, 2019

Many workers look forward to the day they can finally retire, and for some, an early retirement would be a dream come true. Others are […]

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College Savings & Financial Aid

By Mark Fissel
Posted on December 2nd, 2019

529 Plans Are Hard to Beat Raising kids is hard enough, so why not make things easier for yourself when it comes to saving for […]

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Take This Quiz: The Social Security Retirement Earnings Test

By Mark Fissel
Posted on December 2nd, 2019

Can you work and receive Social Security retirement benefits at the same time? Yes, but the Social Security Administration (SSA) will apply an earnings test. […]

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How to Give Like a Billionaire When You Don’t Have Billions to Give

By Mark Fissel
Posted on December 2nd, 2019

Since Bill and Melinda Gates and Warren Buffett created the Giving Pledge in 2010, more than 200 of the world’s wealthiest individuals and couples have […]

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November 2019 Monthly Recap

By Mark Fissel
Posted on November 1st, 2019

Don’t Forget to Set Your Clocks Back! Daylight Savings Time ends this weekend, and it is time to “fall” back. Don’t forget to adjust your […]

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Roth 5 Year Waiting Period Rules

By Anne Zavaglia
Posted on October 29th, 2019

There are some unclear and misunderstood rules that exist for ROTH IRA distributions. Qualified Distributions, which are both tax and penalty free, are distributions that […]

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