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An HSA Can Also Be Used to Save for Retirement

August 21, 2024 by admin

Health savings accounts (HSAs) were created as a savings vehicle to help people pay out-of-pocket medical expenses. If qualified, you can establish an HSA in much the same way you establish a traditional savings account or an individual retirement account. You can open one with a lump-sum payment or through regular contributions, usually through paycheck […]

Filed Under: Retirement

Your Plan Account Statement Can Reveal Valuable Information

December 20, 2023 by admin

It’s smart to make a point of reviewing your retirement plan account statement in detail at least once a year. You’ll want to ensure that the information in your statement is accurate and assess whether you should make any changes in your contribution level or investments going forward. Ensure Personal Details Are Correct To start […]

Filed Under: Retirement

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