USING AN HSA AS A RETIREMENT ACCOUNT

Posted by Gary Krasnov, AIF®, CLTC®
On December 21, 2019

There are few vehicles as tax-efficient as a Health Savings Account (HSA). I like to think of HSAs as a ROTH on steroids. As you know, in most cases[1], with a ROTH account you can invest after-tax dollars that grow tax-free and are withdrawn tax-free in retirement. With an HSA, you can deposit pre-tax dollars […]

MEDICAL COSTS IN RETIREMENT

Posted by Gary Krasnov, AIF®, CLTC®
On April 17, 2018

When we meet with people across the country to discuss retirement, most first think about investment accounts, pension plans, or Social Security decisions. For many retirees, the cost of health care might seem like an afterthought – something that is important, but doesn’t impact the big picture. We know, however, that planning for and managing […]

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