2 Reasons Why You Should Max Out Your 401k
Money put into your traditional 401k is pre-tax. $1 added to your 401k reduces your taxable income by $1. So you’ll pay 25 cents less
September 6, 2022
So, you’re interested in enrolling in our Foundations Program, but you’d like to learn a bit more about our financial philosophies first. Or perhaps you’re already well on your way toward becoming a Financial Zen Master and, overachiever that you are, you’re keen on learning all that you possibly can about smart money management. You’ve come to the right place. The Financial Zen blog is jam-packed with useful information, such as…
…and so many more. Check out our blog today for a smarter tomorrow!
Money put into your traditional 401k is pre-tax. $1 added to your 401k reduces your taxable income by $1. So you’ll pay 25 cents less
The Employee Stock Purchase Program (or ESPP) is a standard issue for most publicly traded companies, but especially big tech companies. Some even have more
Lots of financial news this week. Here’s a Top 3 Recap so you can show off around the virutal water cooler… 1. Inflation’s Down CPI
Yes, you read that right. How is that possible? First a little background knowledge… When you turn 72, Uncle Sam requires you to withdraw money
Most people keep their funny money in a taxable brokerage account and their serious money in an IRA. That’s like keeping your shoes in the
I’ll keep this short to make sure the message is received. Double check the accuracy of the cost basis on your 1099 forms before handing
Chant it with me! “HSA! HSA! HSA!” Here it is on a bumper sticker: The HSA Strategy Put pre-tax money in Pay out-of-pocket for current
I wasn’t sure where to take today’s FZ Daily. There were two lessons today: 1) Don’t pay attention to short-term fluctuations 2) Why it was a
With all of the COVID relief legislation, tax season this year could get messy. Don’t be surprised if the IRS corrects your tax return and
Some of our community have been asking for an update on the Build Back Better plan and the future for Mega Backdoor Roth’s and SALT
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