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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.
Managed Care February 2007	HSA Reform Allows Increased Contributions Contribution guidelines under the recently passed Tax Relief and Health Care Act of 2006.
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.
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.
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.
The Motley Fool November 3, 2010 Dan Caplinger	Your Answer to Skyrocketing Health Costs Health savings accounts are worth a closer look.
Inc. April 2006 Carl Schramm	Unexpected Benefits More people will start companies, thanks to health savings accounts.
BusinessWeek June 13, 2005 Christopher Farrell	HSAs Could Keep You In The Pink Health savings accounts may be just the ticket for entrepreneurs.
Financial Planning April 1, 2010 Donald Jay Korn	Good, But Not Great? Health savings accounts are starting to have many supporters among financial planners.
The Motley Fool September 11, 2006 Tim Beyers	The Price of Cheap Insurance Sometimes it makes sense to pay up. There's no such thing as a one-size-fits-all insurance plan. It pays to ask these three questions before you buy any insurance pitch.
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Fail To Exploit Health Savings Accounts HSAs offer an easy way to save money, have it grow, and not be taxed when it is withdrawn.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?
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.
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.
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?
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.
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.
The Motley Fool August 18, 2005 Selena Maranjian	Make Health Insurance More Affordable Here are some health insurance money-saving strategies.
The Motley Fool July 5, 2006 Dan Caplinger	Get an Insurance Checkup: Part 2 Insurance is a tricky subject, rife with complexity and confusing language and concepts. If you remember that your main goal in buying insurance is to reduce your own risk, it's easier to evaluate exactly what risks you have and therefore what sort of insurance you really need.
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.
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.
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.
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.
BusinessWeek May 28, 2007 Christopher Farrell	Health Care You Control One family finds that health savings accounts may be the smart choice.
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.
Managed Care December 2004	Kaiser Official Defends Decision To Launch HSAs In what appears to be a wrenching decision, Kaiser Permanente is gearing up to begin offering health savings accounts.
The Motley Fool January 22, 2007 Dan Caplinger	Understanding Medicare: Costs The deductibles and co-payments for Medicare Advantage Plans and prescription-drug plans can vary greatly between particular plans. A thorough examination of such plans is necessary for understanding the costs and to make a good decision about which plan to choose.
Financial Planning November 1, 2008	Letters to the Editor Letters to the Editor: Boring 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.
Entrepreneur March 2004 Stephen Barlas	Healthy Choice Republicans and Democrats in Congress hope a new type of high-deductible health insurance account (Health Savings Account, or HSA) for the self-employed and small businesses will succeed where Medical Savings Accounts (MSAs) failed.
Managed Care June 2005	Trying to Measure Interest in HSAs Though the growth in the number of consumers choosing plans that use health savings accounts (HSAs) as well as the growth in the number of insurance companies that offer such plans is impressive, the number of those electing such coverage remains relatively small.
The Motley Fool January 13, 2004 Robert Brokamp	Retirement Changes for 2004 Uncle Sam will let you sock even more money away in tax-advantaged accounts.
Financial Advisor November 2010 David Armes	What To Expect Understanding upcoming health-care reforms.
Bank Systems & Technology November 1, 2006 Nancy Feig	Health Savings Account Market Is Expanding In late September, the U.S. House Ways and Means Committee provided a boost to the banking industry when it voted in favor of raising contribution limits on health savings accounts.
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.
Managed Care November 2006 John Carroll	Health Savings Accounts Face an Uncertain Future Despite an array of economically and politically strong advocates, a bill to beef up health savings accounts has stirred significant opposition
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.
Investment Advisor April 2008	News & Products, April 2008 New financial products: Information on long-term health care... Health savings accounts...
The Motley Fool January 13, 2006 Dayana Yochim	Save Like It's 2006 Here are this year's qualified saving plan contribution limits: 401(k), 403(b), 457 accounts, and SARSEPs... SIMPLE plans... Traditional and Roth IRAs...
Managed Care December 2007	Most HSA/HDHPs Cover Preventive Treatment on a First-Dollar Basis Most health savings account plans cover recommended preventive benefits on a first-dollar basis, which is to say without regard to whether the deductible has been met. A new survey shows which high-deductible plans are compatible.
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.
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.
The Motley Fool January 22, 2007 Dan Caplinger	Understanding Medicare: Benefits Medical coverage for seniors is a big part of a strong retirement-protection plan.
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.
Registered Rep. February 20, 2013 Kevin McKinley	Clocking Out: Tax Planning for Clients Near Retirement You have a narrow window to make tax-cutting moves for those on the cusp of retirement.
Bank Technology News July 2005 Holly Sraeel	Banks Eye Potentially Big Play in The HSA Business Banks expect the use of health savings accounts will be attractive to consumers because it puts more control of medical expenses into their hands.
The Motley Fool December 9, 2004 Dayana Yochim	Save Like It's 2004 Twelve thousand dollars is so last year. If that's all you've contributed to your 401(k), 403(b), or 457 account, you might want to check your calendar.
Investment Advisor February 2007	News & Products The Tax Relief and Health Care Act... 401(k) participants would rather get advice from an advisor... How the IRS will process determination letters for cash balance and other types of hybrid defined benefit pension plans...etc.
Insurance & Technology February 7, 2004 Julie Gallagher	Taking a New Look at HSAs Self-service tools support newly authorized health savings accounts
Registered Rep. January 2, 2013 Kevin McKinley	Mapping the Medicare Maze Advisors can shed some much-appreciated light on this crucial but confusing program.
Registered Rep. January 1, 2006 Jim Ambrosio	Filling A Void The potential of the health savings account in the small-business market as both an investment and insurance vehicle is enormous for banks, brokerages and insurers, as well as for independent advisors.