No credit card, no obligation Financial Professionals only
Already a Horsesmouth member?
Horsesmouth Essential: Offering both tax-free contributions and distributions, the Health Savings Account may be the best retirement bet out there. We review various planning scenarios where HSAs can improve clients’ overall retirement picture.
Horsesmouth Essential: Don’t wait until open enrollment begins. Help your clients find the best coverage for their money with this step-by-step checklist of health care items to review annually.
Horsesmouth Essential: Health care planning gets tricky when couples with health savings accounts want to work beyond Social Security's full retirement age. The rules say HSA contributions must stop once enrolled in Medicare, but is that the best decision for clients? We look at the issues and the numbers.
IMPORTANT NOTICE This material is provided exclusively for use by Horsesmouth members and is subject to Horsesmouth Terms & Conditions and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.
The AI-Powered Financial Advisor
Begins June 18, 2025
Develop Your Medicare Strategy
With Elaine Floyd, CFP® and Sean M. Bailey
July 14–16, 2025