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It’s Time for a Mid-Year Financial Check-Up

Money Talk

Last year, I wrote a blog post about mid-year financial check-up s for the OneOp Personal Finance team. In it, I urged a review of tax deductions/credits, tax withholding, budgeting/cash flow, flexible spending accounts, financial goal progress, and investment portfolio status. 401(k) or 403(b) plan).

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Ten Tax Planning Tips for 2022

Money Talk

401(k), 403(b), and traditional IRA). This post provides general personal finance information and does not address all the variables that apply to an individual’s unique situation. should consider purchasing software or setting up a simple Excel spreadsheet to aggregate their business income and expenses throughout the year.

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Tips for the Early Plan Year

Benefit Resource Inc.

From flexible spending accounts (FSAs) to health savings accounts (HSAs) and commuter benefits, these options offer significant advantages if managed wisely. Know Your Pre-Tax Benefit Options Flexible spending accounts (FSAs): An FSA allows you to set aside pre-tax dollars for eligible healthcare expenses.

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Importance of Educating Gen Z Workers on Benefits

InterWest Insurance Services

Tax-advantaged accounts — If you offer health savings accounts (which must be tied to HDHPs), flexible spending accounts or health reimbursement accounts, it’s important that you explain how they work, and how employees can fund these accounts with pre-tax dollars. Financial wellness. Most students in the U.S.

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How Employee Perks Can Help Companies in the US

Vantage Circle

Retirement Plans: Such as 401(k) plans with employer matching contributions Retirement plans, especially 401(k) plans with employer matching contributions, are paramount among employee perks in the United States. A 401(k) is a tax-advantaged retirement savings program provided by employers. How to offer?

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5 steps to more financially stable employees

Insperity

When an employee is worried, unproductive and can’t afford to participate in group activities and outings because of finances, it not only affects the person but the team as a whole. Make a 401(k) plan available to them. They may spend countless hours worrying about how they’re going to survive in retirement.

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Leap year! How to handle 27 biweekly payrolls in 2020

Business Management Daily

So you must plan in advance, getting all the appropriate departments—HR, Accounting, Finance, IT and the C-suite—on board. In addition, 401(k) nondiscrimination testing may be affected. Three problems arise. First, you can’t decide to do this in the middle of the year of occurrence. cash planning).

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