Tag: HSAs

Legislative and Judicial Actions

AGI U.S. settles in fraulent scheme suit, then exits the country; the IRS re-extends relief from the physical presence requirement; the SEC plans to adjust its ESG and ‘Names Rule’ regulations; and more.

Including HSAs in an Adviser’s Practice

Managing current health costs is a key part of employees’ financial wellness and paying for health care expenses in retirement is a top concern for them, so it makes sense for advisers to include health cost planning in their financial wellness and retirement planning.

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 Review event. 

Art by Jackson Epstein

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; and more.