by Springwater Wealth | May 30, 2019 | Newsletter
The IRS announced small increases to health savings account (HSA) contribution limits for 2020 and a new definition for a high-deductible health plan. The IRS issued Revenue Procedure 2019-25, which provides the 2020 inflation-adjusted amounts for HSAs as determined...
by Springwater Wealth | May 28, 2019 | Newsletter
Given the dysfunction in Congress, we were both surprised and pleased to see that last week the House of Representative passed legislation that will help Americans retire. The bill, called Setting Every Community Up for Retirement Enhancement Act, or SECURE Act, was...
by Springwater Wealth | May 21, 2019 | Newsletter
We’re occasionally asked by friends, clients and colleagues whether it’s possible to give gifts in a tax-efficient manner. The answer generally depends on the value of the gift, the nature of the asset, and who the recipient is. Cash Gifts Gifts of money...
by Springwater Wealth | May 17, 2019 | Newsletter
If you’ve been following the news, you’ve undoubtedly learned that President Trump has been attempting to negotiate a new trade agreement with China. He has adopted tariffs as his primary tactic to force China to agree to terms he believes are favorable to the United...
by Springwater Wealth | May 14, 2019 | Newsletter
It’s often said that investors have shorter memories than a full stock market cycle, so they are perpetually surprised by market booms and corrections. But most investors over the age of, say, 35 today probably remember what is euphemistically referred to as the Great...
