by Springwater Wealth | Jan 2, 2023 | Investment Management, Newsletter, Wealth Management
You can read our market commentary for the fourth quarter of 2022 here. PLEASE SEE important disclosure information at www.springwaterwealth.com/blog-disclosure/.
by Springwater Wealth | Jul 7, 2022 | Newsletter
You can read our market commentary for the second quarter of 2022 here. PLEASE SEE important disclosure information at www.springwaterwealth.com/blog-disclosure/.
by Springwater Wealth | Jun 14, 2022 | Investment Management, Newsletter, Retirement Plans, Taxes, Wealth Management
Each fall, the IRS announces retirement plan limits for the next year. In November 2021, we detailed those 2022 plan limits on our website. As we write this, we’re almost halfway through the year. Here are some tips to take advantage of the 2022 IRS retirement plan...
by Springwater Wealth | Apr 29, 2022 | Newsletter
Employee Stock Purchase Plans can be a very attractive way to buy your employer’s stock, typically at a discount of up to 15%. But the tax rules around the sale of this stock can be complicated, and determining whether or not you’ll owe tax on the sale can be...
by Springwater Wealth | Apr 29, 2022 | Newsletter
Back in early 2020, we wrote about the changes that the Oregon State Legislature made to the tax benefits associated with contributions to the Oregon College Savings Plan. Those changes – described below – made a relatively disappointing program even less attractive....
by Springwater Wealth | Jul 26, 2021 | Newsletter
Vaccination hesitancy is contributing to a surge in new COVID infections As I walked into Safeway early on Saturday morning, some older white man said to me, “Take off your mask.” I was a bit taken aback and responded by suggesting he mind his own business. The...
