HSA Knowledge Gap Offers Clear Adviser Service Role
Health savings accounts are often described as the 401(k) of health care—so it is only natural that retirement specialist advisers can play an important role in educating the...
Tag: health savings accounts (HSAs)
More Than Half of Americans Not Contributing to a 401(k)
Furthermore, only 37% are contributing to an IRA, and 18% to a HSA, Edward Jones learned in a survey
Adviser Opportunities Abound in HSA Market
Devenir finds HSA assets grew to an estimated $45.2 billion, spread across some 22 million accounts, at the end of 2017; as more account owners are investing their...
Concerns About Retirement Health Care Costs Increasing Interest in HSAs
However, only 8% of respondent to a ConnectYourCare survey are seeking advice about how much to contribute to a tax-advantaged health savings account.
beyond (k)
HSAs in Retirement Planning
Why you should consider learning more about these supplemental accounts
intro
The Next Big Thing
What could be the next major development, following the passage of the Pension Protection Act more than 10 years ago?
Majority of Gen Xers Say Advice Would Help With Financial Goals
Among advice attributes respondents to a T. Rowe Price survey said they would like are ease of use, inclusion of alerts about critical developments in their account and...
Americans on Target to Have 80% of the Income They Will Need in Retirement
This is up from 62% in 2005, Fidelity Investments says.
Retirement Industry People Moves
AndCo Adds New Compliance Officer to Team; RIA Firm Partners with Focus; Securian Financial Group Hires Regional Sales Vice Presidents for Small and Midsize Employers; and more.
Few Employees Using HSAs as Retirement Savings Vehicles
But, employees younger than 25 and older than 65 are more likely to say they try to save/invest their HSA funds, a survey finds.