by TR-WEALTH | Apr 9, 2021 | blog, latest
Have you ever seen the acronym SDBA in your retirement plan? It stands for “self-directed brokerage account,” which, if utilized, opens your retirement account up to a more extensive range of investment options. If you have a 401k, 403b, or a 457 plan, you may want to...
by TR-WEALTH | Apr 2, 2021 | blog, latest
Many people have high-deductible health insurance plans and are missing out on an opportunity to save for healthcare costs, defer taxes, and lower their tax liability. A Health Savings Account, or HSA, is an investment account designed for high-deductible health...
by TR-WEALTH | Mar 26, 2021 | blog, latest
Saving for retirement as a business owner can be complicated and expensive, but it doesn’t always have to be. If you are a business owner, there are a few different retirement accounts available that can be simple to establish–especially for those who do not...
by TR-WEALTH | Mar 5, 2021 | blog, latest
There are many different accounts available today that can help people save for retirement. Most of them come with tax savings incentives. Last week we talked about the Roth IRA, which provides flexibility to the investor and tax-free savings during retirement. This...
by TR-WEALTH | Feb 26, 2021 | blog, latest
A Roth IRA allows owners to establish tax-free savings for retirement with access to their contributions earlier should they need it. The terms used when describing Roth IRAs are very specific. It is essential to understand which dollars are tax-free and which dollars...
by TR-WEALTH | Feb 19, 2021 | blog, latest
529 Tuition Savings Plans Putting money aside for a child’s future college expenses is one of the most rewarding investments a person can make. When talking with clients about saving for college, one of the more common accounts discussed is state-sponsored 529 tuition...
