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The Sapient Investor

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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Roth Conversions: 2020 is the Year Thumbnail

Roth Conversions: 2020 is the Year

Higher taxes are probably ahead. Roth conversions may be the smartest way to protect your retirement nest egg. Here is what you need to know about this important retirement planning strategy.

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