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6 Ways to Supersize Your Nest Egg After Age 50
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6 Ways to Supersize Your Nest Egg After Age 50

Investing, IRS, Retirement

6 Ways to Supersize Your Nest Egg After Age 50

If you are past the age of 50 and stressed about your retirement savings, you don't have to worry. The following tools will help you maximize your retirement even at your current age. If you are 50 or over, you are eligible to take advantage of catch-up provisions in the tax code. For example, if you [...]

cozbycpa2020-09-22T10:27:34-04:00September 21st, 2020|Categories: Investing, IRS, Retirement|Tags: 401(k), Catchup Contributions, Cozby & Company, Cozby & Company LLC, Cozby CPA, CPA Heather Cozby, Heather Cozby, Heather Cozby accountant, Heather Cozby CPA, IRA, IRS, IRS.gov, personal finance tips, Plymouth CPA Heather Cozby, Plymouth MA accountant, Plymouth MA accountants, Plymouth MA bookkeeper, Plymouth MA CPA, Plymouth MA CPA Heather Cozby, Plymouth MA tax preparation, Plymouth MA tax preparer, Plymouth MA taxes, Retirement|

HSA + 401(k): Plan for a Healthy Retirement

[youtube https://www.youtube.com/watch?v=Y22JUmL5-o8] A well-known, common retirement savings vehicle is the 401(k). This account allows future retirees to set aside money in a tax-advantaged way to pay for expenses in retirement. But will this 401(k) be enough for most people to pay for retirement PLUS their healthcare expenses? Enter the HSA, or Health Savings Account. Sure, you [...]

cozbycpa2018-12-18T00:14:36-05:00December 18th, 2018|Categories: Health Care, HSA, Personal Finance, Planning Strategies, Retirement|Tags: 401(k), Cozby & Company, Cozby & Company LLC, Cozby CPA, Healthcare, Heather Cozby, Heather Cozby accountant, Heather Cozby CPA, IRS, IRS.gov, personal finance tips, Plymouth CPA Heather Cozby, Plymouth MA accountant, Plymouth MA accountants, Plymouth MA bookkeeper, Plymouth MA CPA, Plymouth MA tax preparation, Plymouth MA tax preparer, Plymouth MA taxes|