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Prestige Publications
& Insights

Health Savings Accounts for Medical Costs & Retirement Savings - Infographic Thumbnail

Health Savings Accounts for Medical Costs & Retirement Savings - Infographic

When it comes to healthcare benefits enrollment, employees spend more time deciding which mobile phone to purchase than selecting enrollment benefits. One often underutilized employer-provided health savings option is the Health Savings Account, better known as the HSA. Our graphic below shows why the HSA is an excellent tool not only for saving for medical expenses but also for growing your retirement nest egg.

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What should I know about the benefits of Health Savings Account?  Thumbnail

What should I know about the benefits of Health Savings Account?

During enrollment season you may want to carefully consider opening an HSA when selecting an HDHP account. Not only does it help fund medical costs associated with the high deductibles, but if not used you can keep funding it as a retirement strategy later. We cover the facts you need to know in this blog.

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Roth Conversions - What You Need to Know Thumbnail

Roth Conversions - What You Need to Know

While you may have chosen to save using a traditional IRA, you do have the option to switch to tax-free retirement income. Who should consider a Roth conversion, and who should stay away? We cover 4 major considerations you need to review before deciding if it's right for you.

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