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Pros and Cons of a Health Savings Account — Scaled Finance

WebIt’s fall and you know what that means. It’s open enrollment season! With open enrollment comes questions on Health Savings Accounts, or HSAs. A Health

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URL: https://www.scaledfinance.com/insights/health-savings-account

Sammy Says! 13 Things the U.S. Tax Code Encourages

Web5. Pay Medical Bills. The government has a vested interest in taxpayers saving for and paying their medical bills. One estimate is 29% of government spending - …

Category:  Medical Go Health

Employee Benefits — Insights — Scaled Finance

WebIt’s fall and you know what that means. It’s open enrollment season! With open enrollment comes questions on Health Savings Accounts, or HSAs.

Category:  Health Go Health

5 Ways to Lower Taxes Besides Donations — Scaled Finance

Web5 ways to lower taxable income besides donations: 1. Pre-tax retirement accounts like 401(k), 403(b), and 457 2. Health Savings Account (HSA) 3. Spousal …

Category:  Health Go Health

5 Great Questions to Ask Yourself — Scaled Finance

Web4) How can education costs be reasonable? Education costs, especially college, can be expensive. Cost of attendance. According to the National Center for …

Category:  Health Go Health

Are My Assets in the Right Location

WebTraditional retirement. These are pre-tax accounts like: 401(k), 403(b), 457(b), and. Individual Retirement Arrangements (IRAs). They generally avoid federal income …

Category:  Health Go Health

Benefit from Inertia — Scaled Finance

WebHow could you benefit from inertia? There’s a powerful force called static friction. It takes more effort to get something moving than to keep it moving. This concept …

Category:  Health Go Health

Potential Financial Steps for T-Mobile Employees in October

WebKevin Estes is a financial planner helping T-Mobile employees and their families live their best lives. He worked in T-Mobile Financial Planning & Analysis for nine …

Category:  Health Go Health

Directors and Above — Scaled Finance

WebThis page, dedicated to T-Mobile leaders, shares insights and resources for Directors and above. It includes additional detail for compensation, holidays, Paid Time Off, stock …

Category:  Health Go Health

Ignoring the Spousal IRA

WebOne of the most often overlooked opportunities is the spousal IRA. A spousal IRA is a traditional retirement account a spouse can contribute to despite earning little or …

Category:  Health Go Health

Happy Thanksgiving! — Scaled Finance

WebKevin Estes is a financial planner helping T-Mobile employees and their families live their best lives. He worked in T-Mobile Financial Planning & Analysis for nine …

Category:  Health Go Health

Is Your Cash Starving

WebI often meet people who keep way too little cash. They have great incomes - $100,000, $300,000, $500,000 a year, or more! However, they feel poor. Fortunately, …

Category:  Health Go Health

Potential Financial Steps for T-Mobile Employees in March

WebAccording to the IRS, the 2023 contribution limits are:. $3,850 for individual coverage. $7,750 for family coverage. For more, check out: Pros and Cons of a Health …

Category:  Health Go Health

T-Mobile Frontline Employees — Scaled Finance

WebThis page, dedicated to T-Mobile Frontline employees, shares insights and resources for hourly teammates. It includes additional detail for compensation, holidays, Paid Time Off, …

Category:  Health Go Health

How to Minimize Lifetime Taxes — Scaled Finance

WebMany people focus on reducing taxes for the previous year. Some take proactive steps to reduce their tax bill for this year. Very few proactively minimize their …

Category:  Health Go Health

Big Takeaways from XYPN Live! — Scaled Finance

WebI had the great fortune to attend the XYPN Live last week. Michael Kitces asked me about my big takeaways. They were all about mindset: Stephanie Bogan’s …

Category:  Health Go Health

92% Prefer Remote or Hybrid — Scaled Finance

WebKevin Estes is a financial planner helping T-Mobile employees and their families live their best lives. He worked in T-Mobile Financial Planning & Analysis for nine …

Category:  Health Go Health

Love Future You — Scaled Finance

WebRaises are a great time to save more without it hurting. Let’s say Bob bumped his pre-tax 401(k) contribution percentage from 5% to 7%. His 401(k) contributions would …

Category:  Health Go Health

Potential Financial Steps for T-Mobile Employees in April

WebWhat financial steps might T-Mobile employees take in April? Options could include: evaluate stock purchased at a discount, file tax return(s) or extension(s), make …

Category:  Health Go Health

Your Last Career Will Be Investor — Scaled Finance

WebWhen I was in high school, a mentor told me something that stuck: "No matter what you do, your last career will be investor." Three of the many reasons to learn …

Category:  Health Go Health

Potential Financial Steps for T-Mobile Employees in February

WebWhat financial steps might T-Mobile employees take in February? Options might include: update saving for raise and bonus, schedule tax prep meeting, gather tax …

Category:  Health Go Health