Donating cash is great, but you get more bang for your buck by donating appreciated stock or other investments that have risen in value. Donating appreciated stock has powerful tax benefits: Save income tax. Avoid capital gains tax now. Avoid capital gains later. Save...
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From The Blog
Is Your Disability Insurance Taxable?
You know how much your disability insurance will pay (or do you?) But is your disability insurance taxable? Here's how to tell. Is Your Disability Insurance Taxable? Your disability insurance is: Taxable if you didn't pay tax on the premiums. Tax-free if you paid tax...
What Is An HSA?
What is an HSA? A Health Savings Account (HSA) is a powerful tool to save on medical expenses. You deduct your contributions on your tax return, and pay medical expenses tax-free. Background HSAs were first available way back in 2004. They were little-used for many...
Helping ER Docs Organize Their Finances For 15+ Years
Practice investing like you practice medicine: Evidence-Based.