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HSA

News, Articles & Insights

IRS Announces 2025 HSA, HDHP Limits

By Kathryn Mayer Employees will be able to sock away…

Read More IRS Announces 2025 HSA, HDHP LimitsContinue

News, Articles & Insights

IRS Announces Spike in 2023 Limits for HSAs and High-Deductible Health Plans

Health savings account (HSA) contribution limits for 2023 are going…

Read More IRS Announces Spike in 2023 Limits for HSAs and High-Deductible Health PlansContinue

News, Articles & Insights

The IRS Announced Today The 2022 Limits for HSAs and High-Deductible Health Plans

The annual limit on HSA contributions will be $3,650 for…

Read More The IRS Announced Today The 2022 Limits for HSAs and High-Deductible Health PlansContinue

Tax News & Resources

Is There Anything That I Can Still Do to Maximize Tax Savings for the 2020 Return?

With the tax season in full swing, you might feel…

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Tax News & Resources

2020 Year-End Tax Planning

There is still time to potentially reduce your 2020 federal…

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Tax News & Resources

2020 Tax Planning Tip: Make the most of retirement accounts and HSAs

Use tax-deferred retirement accounts to shelter income from current taxes….

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Tax News & Resources

Consider Using HSAs as an Investment Retirement Vehicle

When it comes to retirement planning the consideration of health…

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Tax News & Resources

Should you consider using an HSA as a Retirement Vehicle?

What does health care have to do with retirement? Plenty,…

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Tax News & Resources

Health Savings Accounts as a Retirement Investment Vehicle

What does health care have to do with retirement? Plenty,…

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Tax News & Resources

The Hierarchy Of Tax-Preferenced Savings Vehicles For High-Income Earners

By Michael Kitces, as posted on 7/4/18 – Executive Summary…

Read More The Hierarchy Of Tax-Preferenced Savings Vehicles For High-Income EarnersContinue

Tax News & Resources

Year-End Planning Tip: Consider a Health Savings Account (HSA)

HSA’s allow you to pay medical expenses on a pretax…

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The Spring 2025 Issue of Nonprofit Notes is Here!

READ MORE The Spring 2025 Issue of Nonprofit Notes is Here!

Staff Spotlight: Meet the Manager – Ashley Wilson

READ MORE Staff Spotlight: Meet the Manager – Ashley Wilson

Succession Planning Considerations: Is an ESOP the Right Solution for Your Business?

READ MORE Succession Planning Considerations: Is an ESOP the Right Solution for Your Business?

Case Study: Navigating the Death of a Family Member

READ MORE Case Study: Navigating the Death of a Family Member

2025 Davis & Hodgdon Tax Season Donation

READ MORE 2025 Davis & Hodgdon Tax Season Donation

Wealth Management Resources from Copper Leaf Financial

READ MORE Wealth Management Resources from Copper Leaf Financial

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Williston Office:
33 Blair Park Road Suite 201, Williston, VT 05495
T: 802-878-1963, F: 802-876-1864

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225 South Main Street, Rutland, VT 05701
T: 802-775-7132, F: 802-773-3810

St. Albans Office:
8 South Main Street, St. Albans City, VT 05478
T: 802-878-1963, F: 802-876-1864

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