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Category Archives: Tax

Double Your Impact With These Charitable Giving Strategies

Posted on March 22, 2018 by Rachel Wagner
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Americans are a generous people. Many support charitable organizations that enhance their communities and enrich their personal lives. In addition to giving wisely to nonprofit groups, it’s important to anticipate Continue Reading →

Posted in Personal Finance, Tax

Help Minimize Your Risk of Tax Refund Fraud

Posted on March 10, 2018 by Rachel Wagner
security

In 2016, The Internal Revenue Service stopped 787,000 confirmed identity theft returns, totaling more than $4 billion.* Whether you self-prepare or hire a professional to file your taxes this year, Continue Reading →

Posted in Personal Finance, Tax

Health Savings Accounts: Get to Know These Versatile Savings Tools

Posted on October 13, 2016 by Rachel Wagner
Elderly patient smiling with doctor

The number of Americans covered by high-deductible health plans (HDHPs)/health savings accounts (HSAs) rose to about 19.7 million in 2015 — up from 17.4 million in 2014. On average, enrollment Continue Reading →

Posted in Insurance, Personal Finance, Tax

Understanding Health Savings Accounts

Posted on April 14, 2016 by Rachel Wagner
benefits

[row] [column lg=”4″ md=”4″ sm=”12″ xs=”12″ ][/column][column lg=”8″ md=”8″ sm=”12″ xs=”12″]Health savings accounts (HSAs) are tax-preferred savings accounts set up in conjunction with high-deductible health insurance policies that are used Continue Reading →

Posted in Insurance, Personal Finance, Tax

Tax Documents: What to Shred, and What to Keep

Posted on May 14, 2015 by Rachel Wagner
cabinet

From NY Times, byBy ANN CARRNS MAY 8, 2015 The income tax filing deadline is, thankfully, receding on the calendar. And while most people would prefer to move on to Continue Reading →

Posted in Personal Finance, Tax

How Will the One-Per-Year IRA Rollover Rule Apply in 2015?

Posted on March 2, 2015 by Rachel Wagner
20101216-100855775

Early last year the U.S. Tax Court ruled that the “one-per-year” IRA rollover rule applies to all of an individual’s IRAs, in aggregate, not to each separately. The IRS has backed Continue Reading →

Posted in Personal Finance, Tax

Retirement and Health Plan Limits for 2015

Posted on January 20, 2015 by Rachel Wagner
401k

Good news for savers!! The IRS has released the cost-of-living adjustments affecting dollar limitations for defined contribution and defined benefit retirement plans. The table below compares both the retirement plan Continue Reading →

Posted in Retirement, Tax

Using a HSA or FSA to Help You Manage Your Health Care Costs

Posted on July 21, 2014 by Rachel Wagner
benefits

Even with the Affordable Care Act taking effect last year, health care costs continue to mount. According to a recent study, the average health care premium rate rose 3.3% from 2012 Continue Reading →

Posted in Insurance, Personal Finance, Small Business, Tax

Could You Be Subject to the Alternative Minimum Tax?

Posted on February 28, 2014 by Rachel Wagner
20101216-100855775

The alternative minimum tax (AMT) was originally created as a fallback tax for wealthy taxpayers who avoided regular taxes by claiming many exemptions and deductibles. Now, however, more individuals are Continue Reading →

Posted in Personal Finance, Tax

Retirement and Health Plan Limits for 2014

Posted on January 31, 2014 by Rachel Wagner
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The IRS has released the cost-of-living adjustments affecting dollar limitations for defined contribution and defined benefit retirement plans. The table below compares both the retirement plan and health insurance plan Continue Reading →

Posted in Personal Finance, Tax

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Rachel Wagner manages Principled Solutions, an independent investment advisory firm in San Francisco. She created this blog to help clients and friends find practical solutions to their financial challenges.

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