OJM partner Carole Foos, CPA highlights tax planning opportunities for this year, as David drills down on some asset protection developments for 2023.
https://t.co/sEV7Es05n4
Re "save the HSA forever rather than spend it":
HSA can be inherited by a spouse. But if it's inherited by anybody else it's fully taxable immediately. Basically the worst bequest outcome -- could have been tax-free, now fully taxable in 1 year. Be sure to spend at some point!
I look forward to the day sometime soon when I don't have so many tabs open that my computer feels like it could explode at any time.
Today is not that day.
It's mind-boggling how difficult retirement plan providers make it to roll over ex-retirement accounts. Distribution paperwork, letter of acceptance from the contra firm, get the TPA to sign-off, and then send to the old custodian. How the heck hasn't this process improved!
The next iteration of Apple Maps is significantly more detailed—outlining things like overpasses, tourist attractions, and cross walks in 3D animation. https://t.co/hpp2Mxw4b8 #WWDC21
"Dear Restaurant & Butchery is an idea of a warm space designed to serve as a refuge from life’s stresses," said owner & founder Austin Heidt. "We’re a natural fit with @LifeatTCH because they've been providing a refuge for at risk kids since 1864."
Visit https://t.co/NpIapn5Xjq
This is a tight-knit community w/ rich traditions of neighbors helping neighbors. Have a Heart supports a great cause & I’m delighted to use my skills in support. - Dear Restaurant Exec Chef Brian Young. https://t.co/C22YX2wSdt
@JBanchy@Marchjeff@AdamBraunCFP@robbiehendricks
Feeling extra thankful for my guy Crawford today. Just before XMas he had surgery to remove a small black mass that the vet thought was aggro oral melanoma. Shockingly the mass was benign, which was so unlikely. I know one day we won’t be so lucky but for now soaking it in 🙌
Feeling extra thankful for my guy Crawford today. Just before XMas he had surgery to remove a small black mass that the vet thought was aggro oral melanoma. Shockingly the mass was benign, which was so unlikely. I know one day we won’t be so lucky but for now soaking it in 🙌