Health Savings Accounts have been around for 20 years but are often misunderstood and underutilized. HSAs are powerful savings tools to cover future medical expenses, such as long-term care, or to help fund healthcare for early retirees. We explain everything you need to know about health savings accounts: what they are, how contribute to them, and how to use them.
The Health Savings Account has a triple tax advantage, so watch this video to learn who can use this tool and when.
High healthcare costs in retirement can make or break your retirement plan. But how can we assess the impact on your retirement plan when there are so many challenges to estimating these future costs? This week’s post looks at these challenges as well as how we help clients stress test their plan for medical cost risks.
One of the most common questions we get from high earning business owners and corporate executives is: how can I be saving more money for retirement? Here are several options to consider, along with a video and free PDF guide.