Zoe Sagalow is a reporter for Financial Planning covering tax, retirement and more.
Previously, she covered bank regulation, insurance regulation and tax policy.
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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.
July 8 -
There's value in having money in one place, but some 401(k) rules make rollovers more trouble than they're worth.
June 11 -
Advisors suggest multiple ways that clients can maximize the triple tax advantages of health savings accounts (HSAs) while avoiding penalties.
June 4 -
If wealth management clients have children who are recent college graduates, pointing them in the right direction on their first 401(k)s helps build strong connections with two generations.
May 27
