Latest
-
One Good Way to Withdraw Retirement Assets (and a Bad One)
Don't withdraw retirement assets haphazardly. Managing distributions intentionally can lower your taxes, conserve your wealth and reduce Medicare premiums.
-
Open Enrollment: Common Tax Mistakes to Avoid
Health Coverage Being aware of tax concerns during open enrollment season can help you avoid potentially costly mistakes.
Health Coverage -
Five Tax Strategies to Help Your Money Last in Retirement
Having a tax strategy is crucial to making your money last. These tax-saving moves can help, whether you're years from retirement or already there.
-
Five Tax Strategies to Preserve Your Retirement Savings
From Roths to HSAs to creative Social Security timing, retirees have many options to minimize their taxes. You might be surprised what a difference it can make.
-
Are You Getting the Most Out of Your Health Insurance Coverage?
Whether it's monitoring your deductible or using a health savings account, here are the best ways to maximize use of your health insurance coverage
-
Three 'Hidden Costs' of Health Savings Accounts (HSAs)
Health Savings HSAs offer valuable tax benefits, but can 'hidden costs' erode those advantages?
Health Savings -
How You Can Tackle Health Care Costs in Retirement
Doctor visits and medications are only part of the challenge of health care costs — there’s also long-term care planning. Here’s what you can do.
-
Non-Eligible HSA Expenses: When a Doctor’s Note Isn’t Enough
Health Savings It's easy to get confused about whether diet products, gym memberships, and fitness trackers are HSA-eligible items.
Health Savings -
10 Myths About Health Savings Accounts
savings When you’re choosing a health plan for the year, one option may be a high-deductible plan that makes you eligible to contribute to a health savings account.
savings
