Entries by Amy Buck
2025 Tax Action Deadlines
2025 Tax Deadlines Contributions to Qualified Plans (IRA/Roth IRA/HSA) April 15, 2026 (plus extensions) Contributions to Employee Savings Plans (401k/403b/457/TSP December 31, 2025 Roth Conversions December 31, 2025 (these are not reversible) Qualified Plan Distributions December 31, 2025 Charitable Donations December 31, 2025 (based on the date you send or deliver it) Qualified Charitable Donations […]
The Roth IRA
Who wouldn’t want tax free income after the age of 59.5? There are plenty of reasons a tax-free source of cash in retirement can be part of an overall strategy to minimize taxes and increase available dollars for spending. In this post, we won’t get too deep into those strategies. Instead, this is a primer […]
The HSA Trifecta: Why I think the HSA account is the Post Malone of retirement savings accounts
Post Malone (the entertainer trifecta): 1. can belt out a tune in just about any genre 2. exudes joy and it seems genuine 3. shows kindness and appreciation First a pitch for automation. Saving for retirement is challenging. It takes discipline to put money away for future spending needs instead of spending it now. […]
LET’S CONNECT
