Archive for February, 2018

HSAs: A Tax Trifecta Investment Opportunity

HSAs: A Tax Trifecta Investment Opportunity By Marcie Carroll HSAs: A Tax Trifecta Investment Opportunity When it comes to fiscally frugal health insurance options, health savings accounts (HSAs) aren’t exactly new to the game. They’ve been around since 2003 and have only increased in popularity among employers, politicians and certain types of employees. In recent years, however, the growth in…read more →

Carroll Consultants, Ltd. Presenting at NBOA

Carroll Consultants Presenting at the 2018 NBOA Annual Meeting March 7, 2018 10:30 am – 11:45 am Thomas Giedgowd, CPA MS from Carroll Consultants, Ltd. will be presenting at a Goldmine Session at the 2018 NBOA Annual Meeting being held at the Gaylord Opryland Resort and Convention Center, 2800 Opryland Dr, Nashville, Tennessee on the subject: Retirement Plan Fee Leveling: “Pie in the…read more →

IRS Retirement Plan Announcements for the Recent Hurricanes and California Wildfires

IRS Retirement Plan Announcements for the Recent Hurricanes and California Wildfires By Marcie Carroll Many individuals have recently been significantly impacted by both the hurricanes and California wildfires and the Internal Revenue Service (IRS) provided relief for qualified individuals in retirement plans through several announcements. In addition, President Trump signed the Disaster Tax Relief and Airport and Airway Extension Act…read more →

Weather or Not, Stay Invested

Weather or Not, Stay Invested By Marcie Carroll 2017 was one of the strongest years on record for hurricanes in the Atlantic region of the United States and among the costliest of seasons on record, with preliminary estimates totaling over $200 billion. This is the second largest season in damages since 1900, with 2005 having a slightly higher total (Hurricane…read more →