Flores is a national administrator of
tax-advantaged reimbursement plans including Flexible Spending Accounts, Health Savings Accounts, Health Reimbursement Accounts and Commuter Benefit Accounts.
Survey data suggests men and women ages 34-64 with income of $150,000-$249,000 may be most receptive to the prospect of adding a
tax-advantaged product to their portfolio.
The survey also found that 68% of nonretirees indicate that a 401(k), individual retirement account (IRA), Keogh or other
tax-advantaged retirement savings account will be a major source of their retirement income-the highest percentage of the five alternatives offered.
Capital Square is a national investment sponsor that specializes in
tax-advantaged real estate offerings, including Delaware statutory trusts and qualified opportunity funds.
An exodus of rank-and-file employees from the qualified retirement plan to the HSA can limit the amount of
tax-advantaged retirement funds that highly compensated employees can set aside.
Grekin (CCH, 2003), analyzes how to exchange one asset for another in a
tax-advantaged way, while holding a continuing investment of the same kind.
In a worse-case scenario, Americans might lose many
tax-advantaged savings incentives--IRAs, 401(k)s--and face higher tax rates.
His provision would have barred many workers from
tax-advantaged retirement savings outside of qualified retirement plans--savings which are important to many workers who are otherwise prohibited or restricted participating in qualified plans.
M2 EQUITYBITES-December 24, 2018-John Hancock Premium Dividend Fund and
Tax-Advantaged Dividend Income Fund announce early January 2019 distributions
Global Banking News-December 24, 2018-John Hancock Premium Dividend Fund and
Tax-Advantaged Dividend Income Fund announce early January 2019 distributions
The ABLE Act authorized states to establish
tax-advantaged savings programs for individuals with disabilities.
TWO SENATORS AND A DEMOCRAT in the House have introduced separate bills that further life insurers' goal of having a product that offers investors an annuity that provides a
tax-advantaged monthly payout for life after retirement.