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...
by Springwater Wealth | Jul 19, 2021 | Newsletter
Supply chain disruptions are contributing to rising inflation As we begin to move into the progressively shorter days of summer, the stock market seems to be entering a period of uncertainty. US Gross Domestic Product (GDP) rose 6.4% in the first quarter. A survey by...
by Springwater Wealth | Jul 12, 2021 | Newsletter
The market for new and existing homes continues to rise The US stock market continues to rally past short-term concerns and advance to new records. This past week the market came out of the July Fourth holiday and spent most of the week in the red. Investors were...
