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You can still lower your tax bill with a 'spousal IRA' contribution

March 26, 2024

There's still time to lower your 2023 tax bill or boost your refund with a spousal IRA for married couples. Here's who qualifies.

Judy Brown Esch Group Financial Planning Financial Advisors Financial Planners Tax Planning

Source: cnbc.com

How to leverage 0% capital gains with tax-gain harvesting

August 16, 2023

If you're sitting on profitable investments, you may consider tax-gain harvesting to rebalance your portfolio or save on future taxes.

United States Judy Brown Marianela Collado Esch Group Tobias Financial Advisors Financial Planners

Source: cnbc.com

Why Retirees Are Flocking to This One Retirement Account

June 21, 2023

Retirement savings plans in the U.S. usually focus on 401(k) accounts, IRAs or pensions, but there's another option that has begun to draw interest from an increasing number of older Americans: health...

South Carolina United States Suze Orman Ashton Lawrence Judy Brown Esch Group

Source: yahoo.com

IRS Reveals 2024 Health Savings Account Limits. What to Know About the 'Significant Increase,' Says Advisor – NBC Chicago

May 19, 2023

The IRS is providing a sizable increase for the 2024 health savings account contribution limits. Here’s what taxpayers need to know.

United States South Carolina Judy Brown Jim Degaetano Ashton Lawrence Employee Benefit Research Institute

Source: nbcchicago.com

IRS Reveals 2024 Health Savings Account Limits. What to Know About the 'Significant Increase,' Says Advisor – NBC 5 Dallas-Fort Worth

May 19, 2023

The IRS is providing a sizable increase for the 2024 health savings account contribution limits. Here’s what taxpayers need to know.

South Carolina United States Ashton Lawrence Judy Brown Jim Degaetano Employee Benefit Research Institute

Source: nbcdfw.com

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SC&H Group leads 20 Md. firms on Inc.'best workplaces list

May 10, 2023

Sparks-based SC&H Group has been named to Inc. magazine’s annual Best Workplaces list for a sixth consecutive year, leading a list of 20 Maryland companies to earn the designation. Others on the list include Audley Consulting Group (Rockville, federal consultancy contractor), AltaVista Strategic Partners (Baltimore, advertising and marketing firm), Byota (Columbia, government service), Calibyr (Clarksville, IT services), CallTrackingMetrics (Millersville, software), […]

United States Silver Spring Ellicott City Orases Frederick Calibyr Clarksville Calltrackingmetrics Millersville

Source: thedailyrecord.com