The IRS recently released the 2025 contribution limits for health savings accounts (HSAs), as well as the 2025 minimum deductible and maximum out-of-pocket amounts for high-deductible health plans (HDHPs).
If you file a federal gift tax return, you must use Form 709 and file by April 15 of the year following the year in which the gift was made.
Although there’s no hard-and-fast rule about when you should review your estate plan, the following suggestions may be of some help.
If you’re receiving benefits based on your own work record, your benefits will continue. If you’re receiving spousal benefits based on your former spouse’s work record, those benefits will generally end upon your getting remarried, but you may be able to receive benefits based on your new spouse’s work record, or on your own.
Basically, three separate categories of entities exist: partnerships, corporations, and limited liability companies. Each category has its own advantages, disadvantages, and special rules. It’s also possible to operate your business as a sole proprietorship without organizing as a separate business entity.
Basically, three separate categories of entities exist: partnerships, corporations, and limited liability companies. Each category has its own advantages, disadvantages, and special rules. It’s also possible to operate your business as a sole proprietorship without organizing as a separate business entity.
Does your employer offer a retirement savings plan such as a 401(k), traditional pension, or profit-sharing plan? Did you receive a stock option grant as a year-end bonus? These employee benefits and others like them are often tied to a timeline known as a vesting schedule.
The productivity surge in 2023 may help explain why the U.S. economy was able to grow at a strong pace while inflation dropped.
The filing deadline for 2023 federal income tax returns is April 15, 2024, (April 17 in Maine and Massachusetts, due to local holidays). Even though the 2024 tax year is well underway, there may still be time to take steps that lower your tax liability for 2023.
The SECURE 2.0 Act, passed in December 2022, made wide-ranging changes to U.S. tax laws related to retirement savings. While some provisions were effective in 2023, others did not take effect until 2024. Here is an overview of some important changes for this year.
For the third consecutive year, SESLOC is recognized as one of the best workplaces for families! We’re proud to announce our BLUE Diamond award from San Luis Obispo County Family-Friendly Workplaces for creating a family-friendly culture for all of our employees.
The new online home of SESLOC Rewards launched on January 23, 2025, giving you even more tools to track the points earned from your everyday spending. You won’t have to re-register for site access – use your current username and password to get started.
Your favorite credit union. Helping SESLOC Members Save today, and every day. SESLOC is a place for us all.
At SESLOC, we’re introducing new ways to help SESLOC Members Save. Whether you are just starting your financial journey, are an everyday saver, or have more to invest, there is something for everyone at SESLOC. We hope these benefits make your holidays more merry and bright and help you reach your financial goals and dreams in the coming year.
Consider making moves to Level Up, with our new member benefits program.¹ Increasing benefits include select fee waivers, waived check orders, and rate discounts on new eligible consumer loans — all of which can help you save even more money and get ahead financially.
The workers are sooo nice and friendly!!"
English
Spanish