Tag Archive for: health savings account

Nine Last-Minute Tax Moves You Still Have Time To Make

Making a few last-minutes tax moves could lead to meaningful savings. Even small adjustments can add up. Here are nine smart steps to consider before you file.

Tax Refunds 10.2% Higher Than Last Year, With An Average Refund Of $3,800

Even though 2025 has ended, you still have time to potentially increase your refund or reduce the taxes you owe before the April 15 deadline. There are a few strategies to consider.

Six Ways Your Income Taxes Change In Retirement — For Better and Worse

When you retire, your federal income tax situation will almost certainly look different from what it did during your working years. Understanding how your tax situation evolves in retirement may help you keep more money in your pocket.

A Favorite Savings Tool Of Financial Advisers Gets Better With ‘One Big Beautiful Bill’

New provisions in the recently signed tax and spending law significantly expand HSA eligibility. The law allows more Affordable Care Act insurance plans, Direct Primary Care arrangements, and plans with telehealth coverage to qualify for HSA use—potentially opening the door for tens of millions of additional users.

25 Financial Moves To Consider Making Before December 31st

It’s worth focusing on practical financial strategies to consider before the end of the year. It will also help lay the groundwork for a financially successful year ahead.

Tax Deductions 2024: What Can I Deduct and How Do They Work?

The Internal Revenue Service offers scores of deductions to help you keep more of your earnings in your pocket. With a filing deadline of April 15, 2025, here's what you need to know about deductions for tax year 2024.