ConnollySteeleDec 21, 20222 min readSave for retirement by getting the most out of your 401(k) planSocking away money in a tax-advantaged retirement plan can help you reduce taxes and help secure a comfortable retirement. If your...
ConnollySteeleMay 9, 20222 min readInflation enhances the 2023 amounts for Health Savings AccountsThe IRS recently released guidance providing the 2023 inflation-adjusted amounts for Health Savings Accounts (HSAs). High inflation rates...
ConnollySteeleMar 14, 20222 min readEstablish a tax-favored retirement planIf your business doesn’t already have a retirement plan, now might be a good time to take the plunge. Current retirement plan rules allow...
ConnollySteeleMar 2, 20222 min readThere still may be time to cut your tax bill with an IRAIf you’re getting ready to file your 2021 tax return, and your tax bill is more than you’d like, there might still be a way to lower it....
ConnollySteeleJan 13, 20223 min readHow will revised tax limits affect your 2022 taxes?While Congress didn’t pass the Build Back Better Act in 2021, there are still tax changes that may affect your tax situation for this...
ConnollySteeleNov 9, 20212 min readFeeling generous at year end? Strategies for donating to charity or gifting to loved onesAs we approach the holidays, many people plan to donate to their favorite charities or give money or assets to their loved ones. Here are...