Medicare and Travel: Things To Know

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Summer is fast approaching and you are making your travel plans. We all have our own checklist of items we need to prepare before leaving for a trip. Are medical emergencies on your list? We often get questions if Medicare covers emergency medical needs while traveling abroad. The short answer…

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End of Year Tax Tips – Part 3

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Low income year If your 2018 income is lower than usual (temporary unemployment, recent retirement, etc.), consider claiming extra income while you’re in a lower tax bracket. Please contact Griffin Black if you’d like to discuss the following strategies: Qualified Business Income The new tax law introduced a 20% deduction…

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End of Year Tax Tips – Part 2

By | Saving & Budgeting | No Comments

College Planning 529 Plans. 529 plans are college savings plans where the earnings grow tax free until they’re used for educational expenses. Please contact Griffin Black soon if you’re interested in setting up a 529 plan. Financial Aid. Your 2018 income will be used to determine your financial aid eligibility…

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End of Year Tax Tips – Part 1

By | Taxes | One Comment

As we approach 2019, there are a few strategies to take advantage of before the end of the year to reduce your tax bill. Tax-deferred Savings The 2018 limit for elective deferrals to employer retirement plans (401(k), 403(b), etc.) is $18,500. If you’re over age 50 by the end of…

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