Health Savings Accounts (HSA) offer tax-deductible contributions, tax-free growth, and tax-free medical withdrawals. This triple tax shelter is a powerful combination. The proposed 2025 tax legislation seeks to take the HSA one step further.
Read MoreBaby savings accounts are an exciting new proposal included in the most recent draft of the 2025 tax legislation. These accounts offer new financial planning opportunities that lean into the power of compounding.
Read MoreThe LEVATUS Boston Team ‘Gives Thanks’!
Read MoreThe LEVATUS Boston Team Brings on the Night in Beantown
Read MoreThe LEVATUS Boston Team has moved! to a pretty new space at 115 Newbury Street.
Read MoreThis May, LEVATUS was proud to be a sponsor of the Waltham Boys & Girls Club 24th Annual Gala event. Celebrating its 75th Anniversary, the Waltham Boys & Girls Club strives to assure success is within reach of every young person who enters their doors.
Read MoreThe Annual LEVATUS Thanksgiving Celebration took on new sparkle this year as we partnered with ARTLIFTING, a wonderful Boston based organization that champions artists struggling with homelessness and disabilities.
Read MorePart opportunity zone, part danger zone, part social good – the trick is figuring out how much of each lies in the real estate industry’s newest investment niche, real estate opportunity zones.
Read MoreOn May 9th, the LEVATUS team hosted some of Boston’s preeminent female leaders to Rock the Runway and Celebrate the Impact of Women, the Power of Fashion and the Energy of Living on Purpose.
Read MoreReal estate clients need a different brand of wealth services, one that provides solutions to support their unique needs. The traditional model of wealth management is incentivized by gathering assets under management (AUM) and short-term results. It also puts a premium on...
Read More
