Tag: health savings accounts (HSAs)

The Fidelity HSA is described as “a full-service, open architecture brokerage account that is fully integrated with Wealthscape,” Fidelity’s adviser technology platform.

The integration will give participants the ability to view and manage their retirement and health savings accounts holistically.

One overlooked benefit of HSAs is that people can actually spend money on qualified health care expenses out of pocket and then reimburse themselves tax-free via the HSA...

Linking health care and wealth management; maximizing practice efficiency and cross-selling opportunities; addressing individuals' insurance and financial wellness needs—Hub’s new retirement plan specialist advisers hope to do all...

The Savings Preservation Working Group says that at least 33% and as many as 47% of plan participants withdraw part or all of their retirement savings when switching...

Increasingly, HSAs are being viewed, accepted, and treated in the industry, as a long-term investment strategy.

Offering health savings account (HSA) services allows advisers to add value and help clients more holistically plan for retirement, Kristen Donovan, with BAM Retirement Solutions, tells PLANADVISER.

It helps users quantify the value of their high deductible health care plan, both in the present and the future, and select investments.

American Century Investments to develop new equity and fixed income suite; HealthSavings Administrators releases HSA investment vehicle; DWS Group launches...

The IRS announced small increases to health savings account (HSA) contribution limits for 2020 and a new definition for a high-deductible health plan.

The day will be highlighted with a live stream webinar from an adviser yet to be determined, who will speak on the benefits of health savings accounts (HSAs),...

Those who have a health savings account are more certain about how they will cover future health care costs.

The aim is to make the tax-advantaged savings vehicle more accessible and easier to use

Clients with high-deductible health care plans can use the solution to put aside money on a tax-favored basis for eligible health-related expenses.

Lively HSA owners have requested a mobile app ever since the firm’s launch, says Shobin Uralil, co-founder and COO of Lively.

Named Fidelity Works, the package will also be available to third parties working with these employers, including advisers, employee benefits brokers, banks and certified public accountants (CPAs).