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Medicare: Understanding Parts A, B, C, & D

WebWhether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical. Increasingly, Americans are …

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URL: https://soundmarkwealth.com/blog/medicare-understanding-parts-a-b-c-and-d

Health Savings Account; Better Than a Roth IRA

WebKEY TAKEAWAYS: Thanks to an upfront tax deduction and tax-free growth, HSA accounts are better than Roth IRAs. Maximizing your annual HSA contribution and …

Category:  Health Go Health

Tax-Savings Strategies You Should Make Before the End of the Year

Web1. If you are age 70 ½, make qualified charitable contributions (up to $100,000) from your IRA directly to a 501c (3) charity. Based on the current itemized …

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Look Before You Jump — Soundmark Wealth Management

WebJames Nevers,CFP® is a Senior Advisor at Soundmark Wealth Management, LLC. James works closely with physicians, business owners, directors and executives at …

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Can I Pay for Long-Term Care with HSA Funds

Web11400 98th Ave NE, Suite 301. Kirkland, WA 98033. 425.820.1769. Toll-free: 877.726.4040. Fax: 425.820.1973

Category:  Health Go Health

New Contribution Limits for Retirement Accounts in 2019

WebThe IRS retirement plan limits are out for 2019. Remember to update your retirement contribution amounts considering the increased limits. You can contribute $500 more to …

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Blog — Soundmark Wealth Management

Web11400 98th Ave NE, Suite 301. Kirkland, WA 98033. 425.820.1769. Toll-free: 877.726.4040. Fax: 425.820.1973

Category:  Health Go Health

Update Your Contribution Limits for 2022

Web11400 98th Ave NE, Suite 301. Kirkland, WA 98033. 425.820.1769. Toll-free: 877.726.4040. Fax: 425.820.1973

Category:  Health Go Health

Blog — Soundmark Wealth Management

WebOur thought-provoking pieces cover everything from financial planning, to investments and the latest industry news.

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Blog — Soundmark Wealth Management

WebWhen markets soared in 2019, most investors wished they had taken on more risk. But those are the same investors who wish they had been more conservative when the …

Category:  Health Go Health

Microsoft’s After-Tax Savings Benefit … Just Got Better!

WebLast year I wrote an article on one of the best benefits for Microsoft Employees – that benefit just got even better! I’ve highlighted three benefits that I believe …

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Retirement Plan Limits — Soundmark Wealth Management

Web11400 98th Ave NE, Suite 301. Kirkland, WA 98033. 425.820.1769. Toll-free: 877.726.4040. Fax: 425.820.1973

Category:  Health Go Health

Blog — Soundmark Wealth Management

WebEasy-going, humble, animal lover, great conversationalist – there are many ways to describe Soundmark Advisor, John D’Amelio, CFP®. If you get the opportunity to work with John, …

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529 Plan Dilemmas in a COVID-19 World

WebType of Expense Is It a Qualified Education Expense? Tuition and Fees: Yes, up to the full amount of college tuition and required fees. Limited to $10,000 per …

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Three Benefits Microsoft Employees Should Look for With Open …

WebHere are the top 3 benefits I suggest you review: Perks + (previously the Stay Fit program) – This year you can still take advantage of the $800 Stay Fit reimbursement for health and …

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Financial and Estate Planning for Young Professional Parents: 7 …

WebA recent Caring.com survey found that nearly four in five Millennials (78%) and 64% of Generation Xers (ages 37-52) do not have a will or living trust.

Category:  Health Go Health

8 Legal Documents Parents and College Students Should Sign

Web11400 98th Ave NE, Suite 301. Kirkland, WA 98033. 425.820.1769. Toll-free: 877.726.4040. Fax: 425.820.1973

Category:  Health Go Health

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