Austin Asset’s 2024 Mid-Year Update took place on July 11th at 11:30AM. In this session, our team covered the following: Market Review and Economic Drivers Risks (and Opportunities) for Remainder of the Year Impact of Presidential Election, Geopolitics, A.I., The Fed, and more…. Austin Asset Updates All information provided is for educational and/or […]
Have you ever wondered “Should I use my HSA or save it for down the road?” A recent study from Fidelity estimates that an average 65-year-old couple retiring this year will need to have $295,000 in today’s dollars for future medical costs. So what is an effective way to save for medical expenses in retirement? […]
If you are like many Americans, you likely have an employer-sponsored retirement plan. This is the second article in a three-part series about the basics of 401k, 403b, and Defined Benefit Plans. Retirement plans established under Section 403(b) of the Internal Revenue Code, commonly referred to as 403(b) plans or “tax-sheltered annuities,” have become a […]
Did you know that, if you are at least 70½ years old, you can make tax-free charitable donations directly from your IRA? By making what’s called a qualified charitable distribution (QCD), you can benefit your favorite charity while excluding up to $100,000 annually from gross income. These gifts, also known as “charitable IRA rollovers,” would […]
Austin Asset’s 2024 Investment Outlook took place on January 18th at 11:30AM. Our team covered the following: Global Financial Market Review Forward-looking Investment Prospects Planning Opportunities in 2024 Austin Asset Updates A recording of the webinar is available to watch below: All information provided is for educational and/or informational purposes only and should […]
You want to retire comfortably when the time comes. You also want to help your child go to college. So how do you juggle the two? The truth is, saving for your retirement and your child’s education at the same time can be a challenge. But take heart — you may be able to reach […]
As financial advisors, we are constantly being asked how best to save for retirement? In most cases, the answer is simple, start with your employer-sponsored plan. Why? Employer-sponsored qualified retirement plans such as 401(k)s are some of the most powerful retirement savings tools available. If your employer offers such a plan and you’re not participating […]
Buying a car can be exciting but also a time-consuming process. At Austin Asset, it is not uncommon for us to facilitate the car buying process for our clients. Our goal, to save our clients time and help them leverage how to get the best deal on a new car. To do that, we follow […]
We live in an age of medical miracles. People live longer than ever before, and life expectancies are increasing at a steady rate. This means that many of us will be fortunate enough to still have our parents with us as we ourselves reach retirement age. As our parents age, however, their health may decline, […]
If you are like many Americans, you likely have an employer-sponsored retirement plan. This is the third article in a three-part series about the basics of 401k, 403b, and Defined Benefit Plans. You may be counting on funds from a defined benefit plan to help you achieve a comfortable retirement. Often referred to as traditional […]