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The contribution limit for health savings accounts went up, creating an occasion for advisors to remind clients of the advantages these plans can bring — far beyond simply paying for medical expenses.
The IRS’ limit on HSA contributions increased by $100 to $4,500 for individuals — and by $250 to $9,000 for families — for tax year 2027.
Zoe Sagalow covers tax and retirement issues for Financial Planning, bringing a decade of experience in financial policy and regulatory reporting to coverage that keeps advisors current on the rules … Read full bio
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Women take on the majority of caregiving responsibilities for aging parents, often putting their financial futures at risk.
A wide range of employers are expressing a greater desire to measure risk, achieve more predictable retirement benefit costs, and retain top talent.
Employer-provided home-saving accounts and educational resources can help workers achieve an increasingly elusive milestone in the current affordability crisis.
Some ultrahigh net worth clients would be affected by a change to retirement plan contribution and distribution rules that's under consideration in Congress.
Instead of assuming that longevity is a good-news story, acknowledge that extended longevity without a plan is a financial and emotional time bomb.
