It’s a decision we all need to make when investing in our retirement plan: Should we take the Roth or the traditional option?

One of the most common notices from the IRS that my clients receive relates to distributions from their Health Savings Accounts (HSA). It is important to properly report these distributions from the ...

Health savings accounts offer a triple tax advantage. Learn how to maximize your HSA for long-term growth and tax-free withdrawals.

Health savings accounts (HSAs) are investment accounts that allow you to set aside pre-tax dollars for "qualified medical expenses" to pay for outlays not covered by your health insurance plan. By ...

・Here's a list of which medical expenses are HSA-eligible and which aren’t. ・This matters so that you can avoid penalties on non-qualified HSA withdrawals. ・Make sure your HSA expense qualifies before ...

(Washington, D.C.) – A new research report, “Health Savings Account Balances, Contributions, Distributions, and Other Vital Statistics, 2023: Evidence From the EBRI HSA Database,” published today by ...

If you have a health savings account but not enough money to cover your medical expenses, you are not necessarily doomed to insurmountable debt even if you owe on old medical bills. Alexandra Wilson, ...

Pickle ball is fun, but if you get injured a Health Savings Account can be a great way to pay for care with tax-free funds. With retirees facing a double whammy of inflation and tariffs driving up the ...

With American retirees living longer, but likely requiring increased health care provision, the importance of ensuring that retirement planning includes health costs is clear. But while health savings ...