pre-tax deductions

3 BIG Reasons to Participate in Your Employer HSA-HDHP

By John Nunan|2017-05-09T22:13:01+00:00February 18th, 2014|Categories: Personal Planning, Uncategorized|Tags: health care, HSA, pre-tax deductions, taxes|

What is a HSA/HDHP? HSA/HDHP is a stands for “health savings account/high-deductible health plan”. In order to open a HSA, one has to be enrolled in a HDHP so the two really go hand-in-hand. Health Savings Accounts (HSA) were created in 2003 as a part of the Medicare Prescription Drug and Modernization Act. HDHP’s are health [...]

2013 Retirement Planning Key Numbers

By Mackey Advisors|2013-03-01T20:22:55+00:00March 1st, 2013|Categories: Personal Planning, Uncategorized|Tags: 2013, 401(k), 401(k) Contributions, annual benefits, key numbers, Mackey Advisors, Mackey McNeill, pre-tax deductions, prosperity planning, retire, retirement planning, retiring, saving, simple IRA, SIMPLE IRA Contributions, The Prosperity Experience|

Certain retirement plan and IRA limits are indexed for inflation each year, and many of the limits eligible for a cost-of-living adjustment (COLA) have increased for 2013. Some of the key numbers for 2013 are listed below, with the corresponding limit for 2012. (The source for these 2013 numbers is IRS Information Release IR-2012-77.) Elective Deferral [...]

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