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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

What to Do with RSUs

WEB6. Save Beyond the Company Match. It may make sense to contribute to a retirement plan beyond the company match to: lower taxable income and. benefit from …

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 …

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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 …

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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 …

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How Disability Insurance Works — Scaled Finance

WEBDisability insurance is critical early in careers. After all, that's when we have the most future earnings to lose! It's usually based on a percentage of income: • 60% is …

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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 - …

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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 …

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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 …

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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.

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Tax Minimization — Insights — Scaled Finance

WEBSomeone might pay no tax after selling an investment for a gain. There is a 0% capital gains tax bracket. However, it is very common for someone to pay a 15% capital gains tax.

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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 …

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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 …

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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 …

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Is It Worth Holding Employer Stock

WEBOne thing that often comes up in client conversations is whether to hold employer stock. It's understandable to want to keep company shares! Holding employer …

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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 …

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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 …

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, …

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