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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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
November 3, 2010
Dan Caplinger
Your Answer to Skyrocketing Health Costs Health savings accounts are worth a closer look. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
August 18, 2005
Selena Maranjian
Make Health Insurance More Affordable Here are some health insurance money-saving strategies. mark for My Articles similar articles
Financial Advisor
November 2010
David Armes
What To Expect Understanding upcoming health-care reforms. mark for My Articles similar articles
Financial Planning
April 1, 2010
Donald Jay Korn
Good, But Not Great? Health savings accounts are starting to have many supporters among financial planners. mark for My Articles similar articles
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 mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
BusinessWeek
May 28, 2007
Christopher Farrell
Health Care You Control One family finds that health savings accounts may be the smart choice. mark for My Articles similar articles
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. mark for My Articles similar articles
BusinessWeek
June 13, 2005
Christopher Farrell
HSAs Could Keep You In The Pink Health savings accounts may be just the ticket for entrepreneurs. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
AskMen.com
Michael Estrin
10 Common Savings Mistakes Here are the 10 most common mistakes people make about saving money. mark for My Articles similar articles
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... mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
August 16, 2006
Dan Caplinger
Prioritizing Your Savings Should you save for retirement or for education for your kids? mark for My Articles similar articles
Inc.
April 2006
Carl Schramm
Unexpected Benefits More people will start companies, thanks to health savings accounts. mark for My Articles similar articles
CFO
February 22, 2005
Alix Nyberg
Promises, Promises Retiree health coverage is a sweetener fewer companies are willing to offer. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles
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! mark for My Articles similar articles
Financial Advisor
November 2003
Tracey Longo
Does The Bell Toll For 529 Plans? Tax free still trumps taxable accounts just about every time. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles