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Margarida Correia is a former associate editor of the Employee Benefits Group and of Bank Investment Consultant.
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Some ultrahigh net worth clients would be affected by a change to retirement plan contribution and distribution rules that's under consideration in Congress.
At face-value, HSAs are for short-term medical expenses, but advisors suggest paying out of pocket to maximize HSA funds for investing and tax-free growth.
Without the right infrastructure in place to facilitate millions of Saver's Match contributions, taxpayers won't be able to obtain the benefit they are qualified to receive.
There's value in having money in one place, but some 401(k) rules make rollovers more trouble than they're worth.
Advisors suggest multiple ways that clients can maximize the triple tax advantages of health savings accounts (HSAs) while avoiding penalties.
