INSIGHTS

New Tax Legislation and Individual Financial Planning Strategies

New Tax Legislation and Individual Financial Planning Strategies

Admittedly, the US tax code is confusing enough for most of us to keep track of on a yearly basis. Late last fall you likely heard or were following proposed legislations and versions of the Tax Cuts and Jobs Act (TCJA) bill. Both the House and the Senate each had their respective agenda and proposed numerous iterations and edits along the way…

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The Ins and Outs of Health Savings Accounts (HSAs)

The Ins and Outs of Health Savings Accounts (HSAs)

Regardless of what comes out of Congress with regard to the Healthcare Bill, we know that healthcare costs will continue to be significant for retirees. One of the most efficient and valuable ways to help pay for these expenses are through health savings accounts (HSAs).

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Lessons for the Next Crisis

Lessons for the Next Crisis

It will soon be the 10-year anniversary of when, in early October 2007, the S&P 500 Index hit what was its highest point before losing more than half its value over the next year and a half during the global financial crisis.

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Sorting Through The Medicare Alphabet Soup

Sorting Through The Medicare Alphabet Soup

One of the topics at the forefront of retirees’ minds is healthcare. In the 1960s the government started the national social insurance program called Medicare to help retirees subsidize healthcare expenses in retirement. It is well publicized that the cost of healthcare has been rapidly outpacing inflation over the last two decades, and navigating this complex system and understanding how each part of Medicare works has become more important than ever.

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October 1st Safe Harbor 401k Deadline

October 1st Safe Harbor 401k Deadline

A safe harbor 401(k) plan design avoids annual nondiscrimination testing of employee elective contributions and employer matching contributions that is generally required in 401k plans. This allows small business owners and highly compensated employees the ability to maximize their contributions….

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lutz financial

P: 402.496.8800 | F: 402.496.2711 | E: info@lutz.us | 13616 California Street | Suite 300 | Omaha, NE 68154