Posts Tagged ‘HSA’
Three Valuable Tax Planning Opportunities For Executives Nearing Retirement
Retiring? – Have You Thought About Taxes? If you’re a well-compensated executive or business owner thinking of retiring in the next 3 to 5 years, there are several commonly missed tax planning opportunities that you should consider now to possibly enhance your retirement income and savings. I’m Chuck Lewandowski, CERTIFIED FINANCIAL PLANNER™ professional and I…
Read MoreWorking On Your Taxes? Don’t Miss These 3 Tax Planning Opportunities!
Tax Season Trials We are deep into tax return season. Most of us are pulling our hair out searching missing deductions to offset last year’s obligation. Or, if you’re REALLY efficient and have finished your 2023 return, you’re probably looking for ways to reduce next year’s bill. Cheer up, friends. There may be some hope.…
Read MoreThree Financial Planning Tips for Scarlet Knights in the Gig Economy
Over the last year, I have the pleasure of working with several Rutgers grads who were former executives at Fortune 500 companies. Each of them left the corporate world and re-invented themselves as entrepreneurs in the New Economy. They created jobs as independent contractors and are now providing education and services to universities, manufacturing, and…
Read MoreVideo: 4 Reasons Executives and Business Owners Should Consider a Health Savings Account
Video Transcript Charles J. Lewandowski CFP® (00:00): Welcome to the Prudent Retirement Planning channel. This channel is devoted to those of you contemplating retirement, visualizing retirement or dreading retirement. If you’re within 15 years of that day, this channel is for you. My name is Chuck Lewandowski. I’m a CERTIFIED FINANCIAL PLANNER professional and today…
Read MoreWhich Tax Saving Perk Do Executives Consistently Ignore During Annual Benefits Enrollment?
Joan Babab is a highly compensated Director at a large health care company. Her husband, Alex, also is at the top of the pay scale at his employer. They consistently fall into the highest tax brackets when they file their federal income tax return. Joan is very conscientious when she selects her benefits each fall. She…
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