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CATEGORY: Taxes
Aug 14, 2013: Custodial Accounts Aren’t Old Fashioned | Chad Carlson

I love the 529 plan as a college savings tool, but I also think we shouldn’t forget the benefits of a traditional custodial account. The notion that a custodial account (sometimes referred to as a UTMA account) is old-fashioned or out-of-favor misses the point. While UGMAs and UTMAs were traditionally one of the only account types [...]

Apr 2, 2013: Why a HSA? | Robert Bumpas

EXPLAINING THE HSA Health savings accounts or HSAs were created to accompany high deductible health care plans (HDHP). Consumers with traditional insurance plans and low deductibles were accustomed to paying their co-pay and not worrying much about the total cost of the medical service or pharmaceutical purchase. High deductible health care plans have since made [...]

Mar 29, 2013: HSAs & Small Business Owners | Paula Coffield

A health savings account, or HSA, is a tax-advantaged medical savings account available to individuals enrolled in high-deductible health plans (HDHP). This savings account has many benefits for the individual, but today, more small business owners are utilizing these accounts  to help control their health care benefit expenses. The HSA legislation allows employers and employees to [...]

Jan 10, 2013: Deferring Taxes & Capital Gains | Sean Barron

Capital gains taxes are rising to 20% on wage earners making $400,000 ($450,000 married couples) – what effect will this have on after-tax wealth. In November 2012, Sean Barron, portfolio manager at Delta Trust, wrote an interesting article that explores the value of tax deferrals on capital gains. Click here to read Sean’s article, Ignoring [...]

Jun 19, 2012: Today’s Tax Market And The European Financial Crisis | Sean Barron

Sean Barron, Portfolio Manager with Delta Trust & Bank, sat down with Roby Brock of Talk Business to discuss today’s tax market and the financial crisis occurring in Europe.

Jun 5, 2012: Comments on Potential Tax Changes | Sean Barron

After reading Andy Friedman’s warning that Dividend Stocks are Headed for Trouble, Sean Barron, Portfolio Manager at Delta Trust & Bank, explains how he sees potential tax changes effecting the stock market.

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