Could an HSA strengthen your retirement plan?
An HSA (Health Savings Account) may offer certain investors tax-advantaged savings for future health costs in retirement.
Tag: retirement savings
Don’t let creditors put your IRA savings at risk
Creditor risk, which may be overlooked by investors, can erode retirement savings, particularly in an IRA account.
Four ways to put your tax refund to work for you
Whether saving for college, paying down debt, or planning for retirement there are many options for using your tax refund.
Small businesses: It’s not too late to fund a SEP IRA
Small business owners and sole proprietors may find a SEP IRA helpful in establishing retirement savings.
Proposals for retirement savings plans expected in new budget
Changes to retirement savings plans are expected in White House budget proposal.
Five tax-smart planning strategies for 2016
A new year brings opportunity to review tax planning strategies.
Strategies to lessen tax impact on retirement savings
Outliving savings is a concern for some investors. But longevity is not the only risk. Taxes pose a risk and here are some strategies to help.
Congress eyeing proposals that may limit retirement savings
Three proposals being debated on Capitol Hill would limit many investors’ ability to plan for retirement. As Washington lawmakers grapple with the federal budget deficit, some retirement accounts and provisions have come under scrutiny. Here are three proposals that have been introduced: 1. Scale back retirement plan contributions Originally proposed in the 2010 Simpson-Bowles Commission
Advice among top 3 factors of successful saving
Americans are on track to save 61% of current income in retirement, according to Putnam’s latest Lifetime Income ScoreSM survey. The study also found that those best positioned for success shared these characteristics: Have access to workplace savings plans Defer 10% or more of their income Work with a financial advisor Conducted with Brightwork Partners