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A Health Savings Account (HSA) is not just a tax-efficient way to cover medical expenses, it can also serve as a valuable investment tool for retirement. With tax-deductible contributions, tax-free earnings, and tax-free withdrawals for qualified medical expenses, HSAs offer a powerful way to build long-term savings. The following strategies…
No taxpayer wants to receive an audit notice from the IRS. While audits are relatively rare, certain red flags can increase the likelihood of scrutiny. Understanding these common triggers and taking proactive steps can help reduce your risk of an audit. 1. Report All Income Accurately One of the easiest…
Spring is the perfect time to declutter your financial life and set fresh goals. Just as you clean out your home, you can take steps to refresh your budget, eliminate unnecessary expenses, and create a stronger financial foundation. Tackle these spring cleaning steps to give your finances a boost. 1….
As the tax deadline approaches, there are still ways to make the most of your return. With a few strategic moves, you can reduce your taxable income and potentially increase your refund. Consider these last-minute steps before filing your taxes. 1. Contribute to Retirement or Health Savings Accounts If you…
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