by John Geffert | Feb 3, 2021 | Deep in the Trenches
Health Savings Accounts (HSA) are an underutilized saving vehicle for current and future health care costs. HSAs are a tax-advantaged savings account available to individuals who are part of a high-deductible health plan (HDHP). Below are key facts and just a few...
by John Geffert | Jul 15, 2020 | Deep in the Trenches
One of the most frequent questions I hear from investors is ‘should I contribute to tax-deferred accounts, like a Traditional -401k, Individual Retirement Account (IRA), or Simplified Employee Pension (SEP) or should I contribute to my Roth -401k or IRA?’ Before we...