by Marilou Davido | Sep 17, 2023 | Resources
Who Must Pay Estimated Tax? Individuals who are unable to withhold income tax from their income stream generally have to make estimated tax payments if they expect to owe federal tax of $1,000 or more when their return is filed. This may include: Self-employed...
by Marilou Davido | Sep 12, 2023 | Resources
Transferring money from an Individual Retirement Account (IRA) to a Health Savings Account (HSA) involves moving funds from a retirement account to a tax-advantaged medical savings account. This process is known as an IRA-to-HSA rollover. However, it’s important...
by Marilou Davido | Sep 11, 2023 | Announcements
Please join us in welcoming Ryan Komas to the WFA Asset Management team. Ryan Joined WFA in 2023 after graduating from the University of Wisconsin-Madison with a degree in Personal Finance. To learn more about Ryan, click here.
by Marilou Davido | Sep 11, 2023 | Team Member
Ryan Joined WFA in 2023 after graduating from the University of Wisconsin-Madison with a degree in Personal Finance. Ryan’s educational experience at UW Madison was tailored to produce young aspiring financial services professionals with a capable understanding of...
by Marilou Davido | Sep 11, 2023 | Announcements
WFA Asset Management is excited and proud to announce Jake Janicek’s recent promotion to Senior Tax Adviser! As you know, Jake has been an integral member of WFA’s tax team since joining the firm in 2017. He continuously strives to provide the highest level of tax...
