Unlocking the Triple Tax Advantage

Paul FennerRetirement Planning

Hsa - healthcare savings account HSA - One of the Best Retirement Savings Vehicles You May Not Know About | Tamma Capital

One of the best retirement savings vehicles that many people may not realize is a Healthcare Savings Account (HSA).  An HSA is a tax-advantaged account created for individuals covered under high-deductible health plans (HDHPs) to save for medical expenses that HDHPs do not cover. Rather than using these accounts for current medical costs, you should consider utilizing the multiple tax … Read More

4 Retirement Account Options After a Job Change

Paul FennerRetirement Planning

401k decision tree - retirement planning - 4 Retirement Account Options After a Job Change | Tamma Capital

According to The Balance Careers, today’s average person changes jobs ten to fifteen times (with an average of 12 job changes) during their career.  While many factors go into changing jobs, one critical factor that people should decide on in conjunction with a job change is what to do with their employer-sponsored retirement plan or, in most cases, a 401(k) … Read More

4 Steps to Set Up the Retirement that You Envision

Paul FennerRetirement Planning

1119256 watching 2 - retirement planning - 4 Steps to Set Up the Retirement that You Envision | Tamma Capital

Can you envision what your retirement years may look like?  Do you see yourself traveling the world, living in your ideal location, spending time with your loved ones, or setting out on a new second career?  Before you can start a retirement plan, you need to know what you want your retirement to be. Developing Your Vision To gain a … Read More