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The Sapient Investor

6 Steps to Determine Your Target Retirement Date Thumbnail

6 Steps to Determine Your Target Retirement Date

As you turn over your calendar to 2021, you are probably thinking about your future, perhaps including retirement. If you are wondering how to go about setting a target retirement date, here are six steps to consider.

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Beware of Mutual Fund Distributions Thumbnail

Beware of Mutual Fund Distributions

Russell Investments predicts that “2020 could be a record year for taxable distributions tied to capital gains.” Here’s how you can prepare for the tax hit this year, and make plans to reduce or eliminate it in the future.

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8 FAFSA Must-Knows Thumbnail

8 FAFSA Must-Knows

College is extremely expensive. Everyone attending college should fill out the FAFSA form as early as possible according to the experts. Forms for the 2021-2022 academic year become available on October 1. Put it on your calendar!

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Tax-Smart Health Care Spending with HSAs, FSAs and HRAs Thumbnail

Tax-Smart Health Care Spending with HSAs, FSAs and HRAs

Most health care plans have annual enrollment in the fall, so now is a good time to start planning ahead. Although not all employers or healthcare plans offer them, there are three types of tax-advantaged health care spending arrangements: Health Savings Accounts (HSAs), Flexible Spending Accounts (FSAs), and Health Reimbursement Arrangements (HRAs). All three can provide significant tax savings on health care expenditures.

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