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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. |
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 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 July 30, 2004 Roy Lewis |
Accounts Ease Medical Costs The new health savings accounts help ease the burden of high-deductible medical policies. |
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. |
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. |
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? |
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 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. |
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. |
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 November 3, 2010 Dan Caplinger |
Your Answer to Skyrocketing Health Costs Health savings accounts are worth a closer look. |
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. |
Financial Planning April 1, 2010 Donald Jay Korn |
Good, But Not Great? Health savings accounts are starting to have many supporters among financial planners. |
Managed Care February 2007 |
HSA Reform Allows Increased Contributions Contribution guidelines under the recently passed Tax Relief and Health Care Act of 2006. |
The Motley Fool August 18, 2005 Selena Maranjian |
Make Health Insurance More Affordable Here are some health insurance money-saving strategies. |
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 Advisor March 2004 Marla Brill |
Will Health Savings Accounts Have A Market? new way to pay for health care that combines an insurance component with an intriguing savings kicker was introduced by the Medicare Reform Act in December. Health savings accounts (HSAs) are designed to help individuals save for qualified medical and retiree health expenses on a tax-favored basis. |
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. |
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. |
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. |
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. |
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. |
BusinessWeek May 28, 2007 Christopher Farrell |
Health Care You Control One family finds that health savings accounts may be the smart choice. |
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. |
The Motley Fool September 6, 2011 Dan Caplinger |
Make Your Job Work Harder for You You need to make the most of what employee benefits your employer gives you. |
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. |
Registered Rep. December 24, 2014 Kevin McKinley |
Withdrawal Strategies For Early Retirees Early retirees have to deal with hassles, taxes and penalties if they need to withdraw money from individual retirement accounts, Roth IRAs, and the like. |
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 November 1, 2004 Dayana Yochim |
How to Shop on the Clock Doctors' bills? Disability insurance? Company stock? Put it on the boss's tab. |
The Motley Fool December 20, 2005 Dayana Yochim |
Shop on the Clock Why pay for things like doctors' bills, disability insurance, and baby-sitting if your boss is willing to pick up the tab? How to milk your employer for every last penny that is rightfully yours. |
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. |
Investment Advisor November 2006 |
Legislative Proposals re: HSAs Issue: Paying Expenses Before the HSA is Established... Allowing Individuals Eligible for Medicare to Have HSAs... Allowing Individuals Eligible for VA Coverage to Have HSAs... HSA Contribution Limits... |
Financial Advisor November 2010 David Armes |
What To Expect Understanding upcoming health-care reforms. |
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. |
Financial Planning September 1, 2013 Donald Jay Korn |
Are Unmatched 401(k) Contributions a Good Idea? Without an employer contribution, some clients may do better skipping the 401(k) plan and putting the money elsewhere. |
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 Advisor May 2005 Paul M. League |
Benefiting From ERISA Exclusions allow retirement and health benefits for small business owners and key managers. |
Financial Planning May 1, 2010 Rick S. Kahler |
Planning for Reform It will be important to pay attention in coming months, so you can plan for the impact health care reform is likely to have on your finances, your career and your clients. |
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 |
Financial Planning April 1, 2007 Elizabeth O'Brien |
Are Your Clients Covered? Today's healthcare system demands vigilance from consumers and planners alike. Some financial planners are taking on the complex, expensive market for individual health insurance. And they're finding solutions. |
BusinessWeek November 8, 2004 Gleckman & Woellert |
Your New Health Plan Health savings accounts, like 401(k)s, will give employees more choices -- but also a greater share of the costs |
Registered Rep. March 14, 2013 Kevin McKinley |
Deductible Me Help clients understand how to get all the tax deductions they are entitled to, including home, health and education, and possibly even the fees they pay to you. |
Inc. April 2004 Karen Kroll |
A 401(k) for Health Care Costs Finally, a way to trim health insurance costs without sticking it to your employees: health savings accounts. |
Registered Rep. November 29, 2012 Kevin McKinley |
Getting Out of Health Care Limbo Many clients and prospects have already retired but are not yet eligible for Medicare. Here are their options for getting out of health care limbo. |
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. |
Registered Rep. November 17, 2010 Kevin McKinley |
Ways to Maximize Clients' 529 Funds Here's how your clients can maximize the funds they net from 529 withdrawals made in the most common scenarios. |
The Motley Fool December 11, 2007 Dayana Yochim |
PPO? HMO? HSA? OMG! Ready or not, for many employees, this is the only chance for the next 12 months to modify their health coverage. Here's how to pick the right employee health-care plan, whether you're single, married, in a family way, or feathering an empty nest. |
Investment Advisor November 2005 Christopher G. Laucks |
The Tax Advisor: A New Era in Retirement Planning Financial advisors take note: Whether it's for a business owner evaluating retirement plan options or a high-income earner considering tax-advantaged retirement programs, the Roth 401(k) offers numerous potential advantages. |