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Seniors will face a 20% penalty on top of income taxes if they withdraw funds from a health savings account for non-medical expenses before the age of 65.March 11
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The right health insurance is all that’s needed to use this triple-tax advantaged savings account.August 2
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The average retiree may need to save far less than you are currently projecting.July 6
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Whether the husband takes reduced benefits has no impact on the spousal rate, although it could effect potential widow's benefits, according to a Social Security expert.May 7
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While seniors are often encouraged to lead an active lifestyle in retirement, too much activity may do more harm than good, according to one professor.April 24
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If estate planning documents don't use the right language, it can sometimes lead to costly and time-consuming alternatives.January 17
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The funded ratio for defined benefit plans at Fortune 1,000 firms rose to 83% at the end of 2017, a new report says.January 3
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Health savings accounts are not only for funding immediate medical needs. They offer three distinct tax benefits that make them a powerful form of retirement savings.June 16
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Shock and awe: When actual retirement health care costs soar beyond what a client had anticipated for their later years.November 1
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A trusted adviser’s job is to construct an appropriate asset allocation, identify all risks and tailor custom solutions.May 6
