Kenneth W. Stewart

The Medical IRA – Huh?

Since 2003, Health Savings Accounts (HSAs) have been available for those individuals covered by high deductible health plans; the primary benefit to participating in such a plan is to receive tax-preferred treatment for funds saved for medical expenses. Similar to other medical reimbursement

November 5, 2019

QCD With Your RMD

Ok, enough with the barrage of acronyms! If you are single or married and are receiving Required Minimum Distributions (RMDs), you may want to consider the Qualified Charitable Distribution (QCD) strategy to lower your Federal Income Tax liability,

October 2, 2018

Digging into the Details of Those Securities’ Portfolios

Dividends – Qualified or Non-Qualified – Does it matter? It sure does.  Qualified ones can be federally taxed at between zero (this is not a misprint) and twenty percent.  The Non-Qualified ones merit no favorable rate as the

September 20, 2017

Where Can I Pay Out of Pocket Medical Expenses and IRA Account Advisory Fees?

Medical Expenses – If you do or can participate in an HSA (Health Savings Account), start to think of this benefit as a very long term asset. HSAs are by and large misunderstood, as such plans were not

September 20, 2017

Kenneth Stewart, CPA Joins Stephano Slack LLC

WAYNE, PA – January 12, 2016 – Stephano Slack, LLC, a leading regional accounting and consulting firm, announced that Kenneth Stewart, CPA has joined the firm as a Tax Manager in their Wilmington, Delaware office. A seasoned

January 13, 2016