HSAs

Clients could face a 100% penalty of taxes owed for filing late.

Retirees can open health savings accounts, which offer tax breaks on contributions and qualified distributions, and tax-free growth on investments.

There’s one major benefit to these accounts.

Are HSAs here to stay? One advisor’s prediction.

Some of these states, however, may not be tax-friendly for retirees.

Health savings accounts have soared in popularity, but providers are adding layers of fees.

Each pre-retiree couple is in a unique circumstance, and needs to account for their health and longevity, as well as their willingness and ability to work.

These plans once merely supplemented health insurance. Now they are a vital part of a broader retirement strategy.

The most difficult challenge for a new firm? For some, it’s not location or even hiring.

Clients should consider a dependable second-hand car instead of a new one, and then redirect the money saved into a retirement account.