HSAs are accounts that work in conjunction with an HSA-eligible health plan to allow employees to cover qualified medical expenses. If you put money in an HSA and use that money to pay for a qualified medical expense anytime now or in the future, you’ll never pay federal taxes on that money.

The $1.9 trillion American Rescue Plan Act of 2021 was signed into law on March 11th, 2021. This is the third stimulus package passed since last March and follows the $900 billion Coronavirus Relief Bill in December 2020 and the $2.3 trillion Cares Act in March 2020.

The recently passed $900B Coronavirus Relief Bill has a number of items affecting individuals, families, and businesses. We have reviewed the Consolidated Appropriations Act of 2021, which provides Federal government funding through September 2021, and extends and amends various tax provisions and addresses several other financial planning issues. Here is a summary of the key …

Brian Laible, Co-founder, Partner and Shareholder of Landmark Wealth Management, discusses how tax bracket management is an effective tool for wealth enhancement and lowering client taxes. Originally published in Investments and Wealth Monitor, May/June 2015. 

Brian Laible, CPA, CFP®, CIMA® at Landmark Wealth Management, shares his expertise on strategic asset location, and how fine-tuning where these investments are held can increase overall wealth for a client. Originally published in Investments and Wealth Monitor, January/February 2015.