Harness Wealth

MARCH 11, 2024

Additionally, if the donation consists of appreciated securities or assets, the donor can avoid capital gains taxes that would otherwise arise from selling those assets. Health Savings Accounts (HSAs) HSAs are available to individuals enrolled in high-deductible health plans (HDHPs). of your adjusted gross income (AGI).

Startup 59

Startup Taxes Medical Retirement 59

Cordant Wealth Partners

SEPTEMBER 9, 2022

Planning opportunities with RSUs: Use RSU income to maximize contributions to other benefits programs. Incorporate tax planning with your RSU vesting schedule to minimize taxes. Additionally, they offer the ability to participate in FSA and HSA programs for employees to set aside pre-tax dollars for medical expenses.

Engineering 52

Engineering Taxes Insurance Accounting 52

Cordant Wealth Partners

AUGUST 16, 2024

So, if you separate from the company near the end of the year, earning a full year of salary plus severance payouts, you could be pushed into a higher tax bracket. Tax planning for a transition out of Intel is critical. 18 months of coverage is being offered for COBRA plus a $20k Healthcare bonus.

Planning 52

Planning Retirement Taxes Accounting 52

Cordant Wealth Partners

SEPTEMBER 27, 2021

Planning opportunities with RSUs: Use RSU income to maximize contributions to other benefits programs. Incorporate tax planning with your RSU vesting schedule to minimize taxes. For more balancing the risks of deferred compensation plans, see our post Three Risk Reduction Strategies for Deferred Comp Plans.

Engineering 52

Engineering Taxes Insurance Accounting 52

Cordant Wealth Partners

DECEMBER 2, 2022

Severance (or layoff) packages at Intel have three main components: Income, Medical, and Stock. So, if you separate from the company near the end of the year, earning both a full year of salary plus severance payouts, you could be pushed into a higher tax bracket. Tax planning for a transition out of Intel is critical.

Planning 52

Planning Retirement Taxes Accounting 52

Nationwide Financial

MARCH 6, 2023

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.

Tax Planning 78

Tax Planning Taxes Planning Distribution 78