Wealthspan Partners

Wealthspan Partners, LLC is a registered investment advisory firm regulated by the Securities and Exchange Commission (SEC)

[Wealthspan Partners @wealthspan1]

Looking for ways to cut expenses? Here are some good tips: https://t.co/xBnDAX01Ry

[Wealthspan Partners @wealthspan1]

Here are a few tips from Fidelity to help stop scammers and identity thieves: https://t.co/zzgMBm0cCM

[Wealthspan Partners @wealthspan1]

Food continues to be the fastest rising cost for our country's senior citizens: https://t.co/WGmT8QnUvk

[Wealthspan Partners @wealthspan1]

What does the debt ceiling standoff mean for the economy and the markets? https://t.co/tAtJmRPUs0

[Wealthspan Partners @wealthspan1]

Are you aware that your Medicare Part B premiums are determined by your Modified Adjusted Gross Income (MAGI) from two years prior? Monthly premiums start at $164.90 and goes all the way up to $560.50 per person. https://t.co/6j0CtDTg4o

[Wealthspan Partners @wealthspan1]

We are extremely appreciative of our Operations Manager, Cherie Mason, the backbone of our company and the reason it runs so efficiently. Happy Administrative Professionals Day to this wonderful woman!

[Wealthspan Partners @wealthspan1]

Are your financial accounts protected against cybercrime? In addition to strong passwords, 2-factor authentication is also recommended:
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[Wealthspan Partners @wealthspan1]

"The biggest retirement challenge that no one talks about, in my experience, is finding purpose"
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[Wealthspan Partners @wealthspan1]

Are you receiving Restricted Stock Units (RSUs) from your employer? It is important to understand how they work and their tax consequences:
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[Wealthspan Partners @wealthspan1]

If you are required to take distributions from your IRA, are you taking full advantage of the Qualified Charitable Distribution (QCD)? Find out if QCDs are right for you by contacting one of our wealth partners. https://t.co/X4BZrgo4Wo

[Wealthspan Partners @wealthspan1]

Do you file a Schedule C in your tax return? If so, it is important to understand how the self-employment tax works. https://t.co/mecDyv6Etr

[Wealthspan Partners @wealthspan1]

Did you know that Social Security benefits can be up to 85% taxable when received?
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[Wealthspan Partners @wealthspan1]

From all of us at Wealthspan Partners, Happy Easter!

[Wealthspan Partners @wealthspan1]

Did you know that mutual funds can pay out a capital gains distribution without you selling a single share? Talk to one of our wealth partners to learn what your potential capital gains exposure might be. https://t.co/LXIykGb40n

[Wealthspan Partners @wealthspan1]

If you choose to sell an investment outside of a retirement plan, it is important to understand how the capital gains tax works:
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[Wealthspan Partners @wealthspan1]

Are you taking advantage of the Roth 401k feature through your employer? Talk to one of our wealth partners to help you decide if this makes sense for you:
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[Wealthspan Partners @wealthspan1]

With portfolio values down, it may be a good time to discuss a Roth IRA Conversion. Talk to one of our wealth partners to determine if this strategy makes sense for you:
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[Wealthspan Partners @wealthspan1]

What is tax-loss harvesting and when should you consider this tax saving strategy?
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[Wealthspan Partners @wealthspan1]

If you have a Health Savings Account (HSA) or are eligible for one, you have until April 18th to make a 2022 tax-deductible contribution.
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[Wealthspan Partners @wealthspan1]

Should you contribute to a Traditional IRA or Roth IRA for the 2022 tax year? Talk to one of our wealth partners before the April 18th deadline to find out which IRA is right for you.
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