Understanding Required Minimum Distributions (RMD) is imperative for effective retirement planning. RMD rules can be complicated and difficult to understand, so we’ve outlined common questions and explanations to help you.
Posted ByA Health Savings Account (HSA) is a tax-advantaged medical savings account available to individuals who are enrolled in high-deductible health plans. HSAs have three main tax advantages.
Posted ByThe wealth management team at Schultz Financial Group (SFG) conducts annual year-end tax planning throughout the fourth quarter. This year has been a year of uncertainty in the markets, and yet we have experienced a market rally. While some uncertainty remains around what the future holds once the Tax Cuts and Jobs Act of 2017
Posted ByAs the year draws to a close, individuals and businesses alike are gearing up for the holiday season and reflecting on the year gone by. Amidst the festivities, it is crucial not to overlook the significance of year-end tax planning. Strategic tax planning can have a meaningful impact on financial well-being, and taking proactive steps
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