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Robertson Stephens

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Time is Running Out for Popular Tax-Saving Strategies

February 28, 2022 – Mallon FitzPatrick was featured in Financial Advisor Magazine discussing that “Time Is Running Out for Popular Tax-Saving Strategies” and how advisors may still be able to help clients with their taxes this year. Mallon’s thoughts included that “Contributions to HSAs reduce taxable income and are deductible,” FitzPatrick said. “Earnings grow tax-free inside the HSA account and distributions aren’t taxed when used for qualified medical expenses.” Read more here: https://bit.ly/3tsycbw

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p: (415) 500-6810
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Copyright © 2025 · Robertson Stephens

  • Who We Are
    • Our Story
    • Our Offices and Advisors
    • Our Firm
    • Our Board
    • Join The Team
  • What We Do
    • Our Four Pillars
    • – Independent Fiduciary
    • – Wealth Planning
    • – Investment Solutions
    • – Digital Solutions
    • Areas of Expertise
  • Insights
    • Thought Leadership
    • Weekly Commentary
  • News Room
  • For Advisors
  • Contact Us

(415) 500-6810

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