Browsing Tag
Health Savings Accounts (HSA)
200 posts
How to Fix the HSA ‘Blind Spot’: Broadridge Fi360 Conference
Forest for the trees; blind but now can see—pick the cliché, but advisors are having trouble with certain…
IRS Releases 2022 HSA Contribution Limits
The IRS is out with increased health savings account (HSA) contribution limits for the coming year, and both…
Fidelity: Couple Retiring Today Needs This Much to Cover Medical Expenses
A 65-year-old couple retiring this year can expect to spend $300,000 in health care and medical expenses throughout…
HSA Investment Growth Soars in 2020
The number of health savings accounts in the U.S. now exceeds 30 million, holding an estimated $82.2 billion…
Fidelity HSA Assets Top $10B
Assets in funded health savings accounts at Fidelity surpassed $10 billion, the company announced on Monday. The number…
How to Maximize HSA Value for Retirees
Most of the healthcare costs that a retiree will encounter can be paid for tax-free with a health…
How to Settle a 401k ‘Future Debt’
Beware the Ides of March! In addition to the assassination of Julius Caesar in 44 BC, this day…
Callan DC Survey Finds Large Plans Unlikely to Join MEPs/PEPs
Three-quarters (76%) of defined contribution plans are very unlikely to join a multi-employer plan (MEP) or pooled employer…
Pre-Pandemic Trends Show High HSA Engagement: EBRI
The average HSA balance reached $2,672 in 2019, up from just over $2,180 at the start of the…
Why Recent CAA Legislation is a MAJOR Opportunity for 401(k) Advisors
The Consolidated Appropriations Act of 2021, signed into law at the end of December, brings significant changes with…