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Financial Advisor October 2005 O'Donnell & Maher |
Health Savings Accounts: To Have And To Hold Offering deductibility, tax-free growth, unpenalized carryovers from year to year, tax-free withdrawals and portability, a health savings account (HSA) is a financial planning tool that needs to be considered by advisers. |
Financial Planning January 1, 2005 Kevin J. Delaere |
Healthy Advice Both clients and financial advisers should consider health and medical savings accounts as a vital part of an investment plan. |
Financial Planning April 1, 2007 Donald Jay Korn |
Healthy, Wealthy and Wise As more and more affluent clients start managing their medical costs, financial advisors may be asked to provide a second opinion on the choices. |
Financial Planning April 1, 2006 Donald Jay Korn |
HSAs Determining how to procure vital health insurance without breaking clients' bankbooks has become a challenge for financial planners. Are these low-priced insurance plans the new prescription for rising healthcare costs? |
The Motley Fool July 30, 2004 Roy Lewis |
Accounts Ease Medical Costs The new health savings accounts help ease the burden of high-deductible medical policies. |
The Motley Fool September 16, 2009 Dan Caplinger |
The Biggest Casualty of Obamacare Health savings accounts that qualify for deductions on your income tax return could disappear. |
Entrepreneur January 2005 Joan Szabo |
Tax-Free Bill of Health Tax-advantaged health-care spending accounts are proliferating and that means more opportunities to save on taxes as well as more ways for businesses to help pay for health costs. Here's a look at how each one stacks up. |
On Wall Street June 1, 2010 Tim Steffen |
Taking Your (tax) Medicine High-net-worth individuals need to plan today for significant healthcare tax changes ahead. |
Financial Planning September 1, 2008 Jeanne Lee |
HSA Highlights As healthcare costs continue to skyrocket, small business clients must arm themselves with strategies to help their employees save money on health benefits. One way is knowledge of health savings accounts and the various ways they can make benefits more affordable. |
The Motley Fool November 3, 2010 Dan Caplinger |
Your Answer to Skyrocketing Health Costs Health savings accounts are worth a closer look. |
Registered Rep. October 22, 2012 Kevin McKinley |
Giving Working Clients a Health Insurance Checkup As health care has taken center stage in the national debate, one of clients' biggest concerns is how to handle their ever-increasing and always-confusing health insurance and health care costs. |
The Motley Fool August 18, 2005 Selena Maranjian |
Make Health Insurance More Affordable Here are some health insurance money-saving strategies. |
Financial Advisor November 2010 David Armes |
What To Expect Understanding upcoming health-care reforms. |
Financial Planning April 1, 2010 Donald Jay Korn |
Good, But Not Great? Health savings accounts are starting to have many supporters among financial planners. |
BusinessWeek November 8, 2004 Gleckman & Woellert |
Your New Health Plan Health savings accounts, like 401(k)s, will give employees more choices -- but also a greater share of the costs |
Financial Planning April 1, 2011 Donald Jay Korn |
Baby Steps Health savings accounts are growing, although assets are still modest, and advisors, consumers and employers remain interested. Moreover, integral parts of last year's healthcare reform law may actually encourage the growth of HSAs. |
BusinessWeek March 15, 2004 Carol Marie Cropper |
Why Health Savings Accounts May Flop It's that time of year: Accountants are reminding you to make contributions to tax-favored plans such as IRAs and 401(k)s. This year brings a new option -- the Health Savings Account, approved late last year in the same bill that gave seniors prescription-drug coverage. But don't rush to sign up: You almost certainly don't qualify. |
BusinessWeek November 8, 2004 Howard Gleckman |
How Will The Plans Work? Here are some quick questions and answers about the alphabet soup of health insurance and medical accounts. |
Registered Rep. May 25, 2011 Mark Miller |
Pros and Cons of the Healthcare Reform Law The new health reform law already is changing the health insurance market in important ways that will affect your clients' choices and expenses. |
The Motley Fool September 13, 2006 Dan Caplinger |
The Dark Side of HSAs The combination of tax-deductible savings, tax-free income and withdrawals, and lower insurance premiums make the health savings account provisions extremely attractive. However, HSAs aren't right for everyone. |
Registered Rep. March 14, 2013 Kevin McKinley |
Deductible Me Help clients understand how to get all the tax deductions they are entitled to, including home, health and education, and possibly even the fees they pay to you. |
The Motley Fool February 13, 2007 Dan Caplinger |
Let the IRS Pay for Day Care As a parent, it would be nice to find coverage for all of your child care expenses. Still, these tax incentives' savings can repay a significant fraction of day care costs. |
Financial Planning April 1, 2007 Elizabeth O'Brien |
Are Your Clients Covered? Today's healthcare system demands vigilance from consumers and planners alike. Some financial planners are taking on the complex, expensive market for individual health insurance. And they're finding solutions. |
BusinessWeek May 28, 2007 Christopher Farrell |
Health Care You Control One family finds that health savings accounts may be the smart choice. |
Registered Rep. January 18, 2013 Kevin McKinley |
Forget Chasing Yield; Cut Taxes for Extra Income Stop chasing higher yields, returns, and risks, and instead use these methods to reduce your working clients' income tax bills. |
BusinessWeek June 13, 2005 Christopher Farrell |
HSAs Could Keep You In The Pink Health savings accounts may be just the ticket for entrepreneurs. |
The Motley Fool September 29, 2006 Karl Thiel |
Is an HSA Right for You? Health savings accounts can help you reduce costs -- if you know how they work. |
Registered Rep. April 13, 2012 Mark Miller |
A Vexing Retirement Planning Problem? Predicting Health Care Costs What worries your clients most about their prospects for achieving a secure retirement? The cost of health care. |
The Motley Fool September 14, 2011 Dan Caplinger |
How You Can Make Health Care Affordable Health savings accounts and high-deductible health plans make a powerful combination. |
The Motley Fool July 18, 2006 Dan Caplinger |
Get Your Kids to College: Coverdell ESAs As part of an overall college financial plan, Coverdell ESAs can be quite valuable. The fact that they can be used for primary and secondary school expenses can give parents the flexibility they need to address their child's particular educational needs. |
BusinessWeek October 24, 2005 Lauren Young |
A Bad Case Of Sticker Shock Next year's health benefits will cause you to say "Ouch!" Here's what the most important changes will look like - and how painful they'll be. |
Financial Advisor July 2005 Marla Brill |
Should You Put Your Clients In 529 Plans? Section 529 savings plans have proven to be a popular way to help meet the king's ransom required to fund a college education. But recent investigations by industry and government regulators have raised concerns about their future. |
Managed Care March 2004 John Carroll |
Health Savings Accounts Ready To Enter the Market Federal backing aligns with market pressure to create an irresistible force. However, health plans need to be aware of some troubling issues. |
Financial Planning September 1, 2013 Donald Jay Korn |
Are Unmatched 401(k) Contributions a Good Idea? Without an employer contribution, some clients may do better skipping the 401(k) plan and putting the money elsewhere. |
Inc. November 2005 Darren Dahl |
A Health Insurance Dilemma White Stone's health care costs were out of control. Then the quintuplets arrived. Here's how health savings accounts saved the day for this software company. |
AskMen.com Michael Estrin |
10 Common Savings Mistakes Here are the 10 most common mistakes people make about saving money. |
Knowledge@Wharton |
In Battle to Lower Employers' Health Care Costs, Will Employees Become `General Contractors'? Following the backlash against managed care and faced with a sharp rise in health care costs this year, employers are searching for a new cure to spiraling health care premiums... |
The Motley Fool July 18, 2006 Dan Caplinger |
Get Your Kids to College: 529 Plans With 529 plans, local isn't always better. Unfortunately, both plans and state laws related to them vary so much that it's impossible to generalize about which plan is best. |
The Motley Fool August 16, 2006 Dan Caplinger |
Prioritizing Your Savings Should you save for retirement or for education for your kids? |
Inc. April 2006 Carl Schramm |
Unexpected Benefits More people will start companies, thanks to health savings accounts. |
CFO February 22, 2005 Alix Nyberg |
Promises, Promises Retiree health coverage is a sweetener fewer companies are willing to offer. |
Bank Technology News October 2005 Michael Sisk |
Health Savings Accounts: As HSAs Multiply, So Do Tech Plays With a market predicted to surpass that of 401(k)s, health savings accounts are becoming the hottest commodity. The market's explosive potential also has tech providers' tongues wagging. |
Registered Rep. July 30, 2012 Kevin McKinley |
Income Strategies for Early Retirees Those who stop working before reaching their "Golden Years" require a specific sort of assistance. |
Inc. April 2004 Karen Kroll |
A 401(k) for Health Care Costs Finally, a way to trim health insurance costs without sticking it to your employees: health savings accounts. |
Registered Rep. December 24, 2014 Kevin McKinley |
Withdrawal Strategies For Early Retirees Early retirees have to deal with hassles, taxes and penalties if they need to withdraw money from individual retirement accounts, Roth IRAs, and the like. |
Managed Care October 2007 Lola Butcher |
Workers Fail To Exploit Health Savings Accounts HSAs offer an easy way to save money, have it grow, and not be taxed when it is withdrawn. Why don't more people take advantage of this? |
The Motley Fool August 4, 2006 Roy Lewis |
The Roth Way to Riches It's a retirement account! It's an emergency fund! It's the amazing Roth IRA! |
Financial Advisor November 2003 Tracey Longo |
Does The Bell Toll For 529 Plans? Tax free still trumps taxable accounts just about every time. |
Investment Advisor October 2006 Susan Hartman |
Getting With The Act Here's how the Pension Protection Act of 2006 changes retirement planning and what investment advisors need to know about the tax implications therein. Memo to Nonspouse Beneficiaries... etc. |
The Motley Fool August 27, 2004 Roy Lewis |
How Does Insurance Affect Your Taxes? Which plans are deductible, and which are taxable? Here's help sorting them out. |