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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.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025