7 Tax-Free HSA Distributions that May Surprise You

The Slott Report Posted: 04 Sep 2018 06:16 AM PDT By Sarah Brenner, JD IRA Analyst Follow Us on Twitter: @theslottreport You may understand the basics of how an HSA works. The fundamental premise is not so complicated. If you have a qualifying high deductible health plan you may contribute to an HSA. Then, you can … Continued
Read More

Selling a Home

Even in a seller's market, selling a home can be a difficult task.  As a result, you'll want to do your homework ahead of time to ensure that you will be able to sell your home quickly and at the best possible price. Timing is everything You can't always choose when to put your home … Continued
Read More

The ABC’s of 529 Plans

529 plans are tax-advantaged education savings vehicles and one of the most popular ways to save for education today. Much like the way 401(k) plans revolutionized the world of retirement savings a few decades ago, 529  plans have changed the world of education savings. An overview of529 plans Congress created 529 plans in 1996 in … Continued
Read More

How Much Auto Insurance Coverage Do You Need?

All states have financial responsibility laws that either explicitly or in effect require you to purchase at least some auto insurance. However, there is often a large gap between the amount of coverage you're required to have and the amount of coverage you really need. Even in states with the most stringent requirements, many insurance … Continued
Read More

Buying a Home

There's no doubt about it--owning a home is an exciting prospect. After all, you've always dreamed of having a place that you could truly call your own. But buying a home can be stressful, especially when you're buying one for the first time. Fortunately, knowing what to expect can make it a lot easier. How … Continued
Read More

Handling Market Volatility

Conventional wisdom says that what goes up, must come down. But even if you view market volatility as a normal occurrence, it can be tough to handle when it's your money at stake. Though there's no foolproof way to handle the ups and downs of the stock market, the following common sense tips can help. … Continued
Read More

SmartPro Leaders go to Nashville!

Happy to have represented SmartPro down in Nashville at Dave Ramsey’s SmartVestor Advsiory Council Meetings.   Rick Godfrey Sr. and Damon Walker were excited to be there to learn more about Chris Hogan’s new book, “Everyday Millionaires”.   We also are honored to be part of this group not only to be representing our SmartPro team but … Continued
Read More

Am I Having Enough Withheld?

If you fail to estimate your federal income tax withholding properly, it may cost you in a variety of ways. If you receive an income tax refund, it essentially means that you provided the IRS with an interest-free loan during the year. By comparison, if you owe taxes when you file your return, you may … Continued
Read More

Life Insurance: Do You Need It?

At some point in your life, you'll probably be faced with the question of whether you need life insurance. Life insurance is a way to protect your loved ones financially after you die and your income stops. The answer to whether you need life insurance depends on your personal and financial circumstances. Should you buy … Continued
Read More