What Happens to Your HSA in Retirement?
November 29, 2017 -HSA-owning retirees need to think about asset allocation, sequence of withdrawals, and beneficiary designations.
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HSA-owning retirees need to think about asset allocation, sequence of withdrawals, and beneficiary designations.
Document and share your wishes for end-of-life care, the care of your pets, the disposition of your tangible assets, and more.
Savings rate rules of thumb are better than nothing, but smart investors customize their own savings targets.
‘Estate planning’ evokes complexity and high costs. What you need to know to get it done.
These three maneuvers will tend to deliver a higher tax benefit than writing a check and deducting it, and may even improve your portfolio.
Carefully evaluate planning strategies that can help mitigate retirement healthcare costs
A combination of incremental, not revolutionary, changes can help bridge the gap.
Americans need better access to retirement plans, help with the drawdown phase.
Cost and quality of care can vary dramatically from region to region.
Many Americans expect to close retirement plan gaps by working longer, but the strategy comes with its own risks.
How one partner’s longer life expectancy affects withdrawal rates, asset allocation, Social Security, and more
When properly drafted, grantor trusts can be a powerful tool for estate planning and wealth transfer.
Implementing the right systems can help keep valuable financial records safe, accessible, and organized.
Key financial priorities for investors in the peak earnings years of their 40s and 50s.
From contributions to conversions to distributions, do not fall into these traps
Proper accounting of cost basis is essential to avoid paying more taxes than you need to.
There are cases where owning life insurance in retirement makes sense
Evaluate your situation before dipping into IRA assets from a deceased loved one.
De-risking is the top priority for retirees, while early accumulators can focus more on return enhancement.
