Health and wellness

From COBRA premiums to long-term care, there are surprising uses for funds in these tax-advantaged accounts.

Both have their allure, but astute advisors can sort out the best choice between low-cost and premium versions.

Some cash-strapped clients with high medical costs could really benefit from making this move.

A new book could help advisors better grasp the difficulty with the topic of money among underserved client groups.

The new relief plan has something for many taxpayers, including retirees and the recently unemployed.

The Internal Revenue Service issued its annual inflation adjustment Wednesday for health savings accounts for 2021, at a time when many taxpayers are worried about their health in the midst of the novel coronavirus pandemic.

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The majority of U.S. workers do not have enough savings to help them in the event of a medical emergency and often turn to their retirement funds for help.

Now is not the time to disconnect from supportive networks of other advisors.

For starters, they can use the windfall to pay off debt, shore up their HSAs and build a cash reserve.

From Roth conversions to QHFDs: The coronavirus pandemic is forcing difficult questions, and clients rightfully are looking for answers that advisors are uniquely suited to provide.

Many advisors can make the switch from a traditional office to one right down the hallway — but it comes with its own set of ground rules.

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Aside from refinancing, retirees are advised to consider downsizing their homes to reduce overall spending.

Some tax credits are refundable, meaning they can get a refund in case the credits exceed their actual tax liability.

Aside from income taxes, retirees will also pay consumer taxes and may face a 3.8% Medicare surtax.

“The advice I give is to calculate the financial impact for each option,” an expert says.

The HSA has become increasingly valuable for future medical expenses, "and the triple tax benefit simply can’t be ignored,” an expert says.

Fear and worry are rampant. One client asked if any other client had recently returned from China.