627-Asset Protection Planning for Mere Mortals - Part 9 - Health and Education Account Exemption Planning
Today, we continue the Asset Protection series with an in-depth look at health and education accounts. Specifically, we cover:
- Health Savings Accounts / Medical Savings Accounts
- Flexible Spending Accounts
- Health Reimbursement Arrangements
- Qualified Tuition Programs (529 Plans)
- Coverdell Educational Savings Accounts
- UTMA / UGMA accounts
Categories
All Categories'your wealth building strategy
+stages of financial independence
-stage 5: financial independence
.traditional life event planning
1099 contractor vs w2 employee
asset allocation and portfolio diversification
comparison of roth 401(k) and traditional 401(k)
consumer credit and credit management
coverdell education savings accounts
credit debt & personal financing strategies
financial freedom in 10 years or less
financial planning as a business
financial planning credentials
foreign earned income exclusion
formal financial planning topics
gift-giving techniques and strategies
how to find a financial advisor
individual retirement arrangements (iras)
inexpensive accredited colleges & universities
insurance needs analysis: personal and property
non-qualified deferred compensation
qualified tuition programs (529 plans)
should-you-choose-work-you-love-or-work-that-makes-the-most-money/
simplified employee plan (sep)
timing of capital gains and losses
