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If you’re a high-income earner looking to maximize your retirement savings, you may have heard of the mega backdoor Roth strategy.
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We’re fielding questions about Employee Stock Purchase Plans (ESPP) more and more it seems. More often than not, these offerings are made available by mid-size to large, well established, publicly traded companies as an additional incentive for long-term savings in the form of stock ownership.
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It may seem counter-intuitive, but spending your Health Savings Account (HSA) contributions on medical expenses now could be a huge mistake. While medical expenses are a necessity, it could actually save you a lot of money to use your own funds to pay for healthcare costs, especially while you are young.
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