security benefit – MD Update

Rethinking HSAs and Retirement Planning

May 1, 2018July 2, 2018 Scott Neal care insurance, cobra continuation coverage, contribution, coverage, deductible, deduction, expense, family coverage, flexible spend account, HDHP, health save account basics, healthcare, healthcare expense, healthy couple, HSA, HSA account, HSAs, insurance, itemized deduction, long-term care insurance, medical expense, medical save account, Medicare, named beneficiary, qualify high deductible medical insurance plan, qualify medical expense, reach age 55, retirement, retirement account, Scott Neal, security benefit, self-only, self-only coverage, social security benefit, survive spouse 's HSA, tax-favored, tax-favored save account, tax-free, workplace-sponsored, workplace-sponsored health plan

LEXINGTON Perhaps you have seen the articles stating the rule-of-thumb that a 65-year-old healthy couple can expect to spend about

Read more

Tax the Seed or Tax the Harvest…

January 1, 2016 Calvin Rasey $, $2,500 dollar, $2,500 dollar of income, ½, 2,500, advisor, after-tax dollar, American tax reconciliation act, B., Calvin, Calvin R., deduction, dollar, ever-changing, ever-changing healthcare system, filer, harvest, investment, itemized deduction, joint filer, LLC, loom effect, low retirement invest, Medicare, Medicare contribution, net investment income, new federal tax, new surtax, personal deduction, personal exemption, phase-outs, physician, possible 13.49 % tax increase, potential loss of income, qualified dividend, qualified plan, R., Rasey, required minimum distribution, retirement, retirement invest, retirement plan, security benefit, service II, social security benefit, sting of the possible 13.49 % tax increase, tax law change, tax reconciliation act, tax-advantaged, tax-advantaged category, tax-advantaged investment, tax-deferred, tax-deferred dollar

Physicians are under attack! The ever-changing healthcare system and monumental number of tax law changes not only have an impact

Read more