Well-Funded HSAs Are a Retirement ‘Superpower’
Having an HSA going into retirement is ‘incredibly powerful,’ experts say, because money is being saved and spent as efficiently as possible.
Tag: health savings accounts (HSAs)
New Tool Offers Personalized Projection of Expected Health Costs in Retirement
HSA Bank's Retirement Healthcare Cost Calculator is designed to show the value of saving and investing in health savings accounts (HSAs).
Calling Advisers With HSA Expertise
If you are an adviser who has successfully integrated health savings account planning and investing into your practice, you may want to speak at our upcoming virtual HSA...
Investment Product and Service Launches
Titan launches cryptocurrency portfolio; American Equity Investment Life Insurance introduces EstateShield index; Natixis Investment Managers combines businesses to single division;...
Balancing Health Care and Finances
Improving health care literacy can help employees make the right financial decisions.
Alegeus Announces Launch of New HSA Solution
Its features include fractional trading up to eight decimal points, auto-rebalancing and real-time account opening and trading.
2022 HSA Contribution Limits Announced
An individual with self-only coverage under a high-deductible health plan can contribute up to $3,650, $50 more than in 2021.
The Case for ‘Health Plus Wealth’ Is in the Numbers
The projected cost of health care for the average couple retiring today is up 30% from 10 years ago, according...
The Inside Take: Ascensus CEO on GIC, Stone Point Acquisition
Ascensus CEO David Musto says the goal of the deal is not for his firm to radically shift its strategy or change its approach to doing business; instead,...
The Inner Workings of HSAs
Speakers at the virtual PLANSPONSOR 2021 HSA Conference touted the benefits of health savings accounts and explained what HSA rules...
Regulatory & compliance | participants
The Tax Distinction
Education on saving should include a tax talk, but what can advisers safely say?
15th Anniversary of RPAY: Jania Stout
In the past few years, her practice has grown its assets by nearly $1 billion a year.
15th Anniversary of RPAY: Innovest Portfolio Solutions
In the six years since it was named the 2014 PLANSPONSOR Retirement Plan Team of the Year, the practice’s assets...
Health Savings Account Basics
One notable feature is that account holders can deduct from their own income the amount of HSA contributions made to their account by other people—but not the employer.
PSNC 2020: Considering Health Expenses in Retirement Planning
Experts weigh in on health savings accounts (HSAs) and the need for health care education in the retirement industry.
Servicing Strategies
Retirement Savings Optimization
HSAs can be a game-changer for retirees—advisers need to tell their clients.
Lively Adds Personalized Investment Guidance to its HSA
The new feature is powered by Devenir.
Employees Need HSA Education, Especially Now
Education is vital for all benefits, and especially now for health insurance coverage, says Fidelity Investments.
Transamerica Offers Suite of Health Savings, Spending Accounts
The offerings include an HSA, HRA and FSA.