HSAs Offer Untapped Retirement Benefits For Wealthy, Advisors Say
June 5, 2023 – Head of Wealth Planning, Mallon FitzPatrick was featured in Financial Advisor Magazine to discuss ‘HSAs Offer Untapped Retirement Benefits For Wealthy.’ “Contributing $7,500 today will allow the taxpayer to deduct this amount from their taxable income,” FitzPatrick said. “Assuming the $7,500 is invested and compounds tax-free at an average of 8% […]
And … Here We Are
June 5, 2023 Good morning, The new week begins with the fixed income market still struggling with last Friday’s strong payroll figure (meaning yields are up again / prices are down). Fed Fund Futures are now pricing in a rate hike at next week’s FOMC meeting (Jun 14) at a 25% probability. That is up […]