Job change? Employer stock in your old 401k? Read before IRA rollover!

As discussed in a previous post, it’s usually a good idea to roll over your 401k when you leave a job. However, there are exceptions. One good reason to pause before you roll over your 401k is to check if you might benefit from a little known tax break that goes by the rather cryptic [...]

Health Savings Accounts – new and improved!

For those of us who don’t have spouses whose employee benefits include health insurance, one of the most vexing problems that comes with self-employment is how to get affordable coverage. New provisions on Health Savings Accounts (HSAs) make them a much more attractive option. But do they meet your needs? Here’s the scoop.