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The Time To Pay Taxes Concept And 1040 Income Tax Return Statement

Make the Most of Your Tax Refund

By German Guillen | January 28, 2024

Tax season is often met with both anticipation and a bit of dread. Once the paperwork is filed, many of us eagerly await our refunds, already planning how to spend that welcome boost. Yet, before visions of new gadgets or dream vacations take hold, consider a more strategic approach to utilizing this year’s tax refund.…

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Piggy Bank With Stethoscope Isolated On Light Blue Background With Copy Space. Health Care Financial Checkup Or Saving For Medical Insurance Costs Concept.

Basic Knowledge About Health Savings Accounts

By Natalia Custodio | February 16, 2023

Basic Knowledge About Health Savings Accounts What is a Health Savings Account (HSA)? An HSA is a tax-favored savings account for individuals and families covered by a high-deductible health plan (HDHP). Contributions to an HSA are tax-deductible and distributions are tax-free when used for qualifying medical expenses or supplies. Can anyone open an HSA? The…

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Livermore, CA 94551
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Your savings federally insured to at least $250,000 and backed by the full faith and credit of the U.S. Government. National Credit Union Administration, a U.S. Government Agency. We do business in accordance with the Federal Fair Housing Law and the Equal Credit Opportunity Act. NMLS ID 729232.
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