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Archive for March, 2015

Health Savings Accounts (HSAs)

Health Savings Accounts (HSAs) are like personal savings accounts, but the money in them is used strictly to pay for you and your family’s health care expenses. You — not your employer or insurance company — own and control the … Continue reading

March 26th, 2015

Is it Better for Couples to File Joint or Separate Tax Returns?

Our clients often ask whether they should file joint or separate tax returns with their spouse. Unfortunately, the answer is generally “well, it depends”.  While it is usually most beneficial to file a joint return, there are a few notable … Continue reading

March 18th, 2015

Posted in Advisory,Featured,Tax

Benefits, Rules and Timing for Opening a Roth IRA

Did you know that you can still open an IRA or make contributions to your existing IRA up until the April 15th tax deadline?  Contributions may be credited to either your 2014 OR your 2015 tax year, whichever would be … Continue reading

March 9th, 2015

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