Blog

Health Savings Accounts Can Provide Significant Tax Advantages to Pay for Health Care Costs During Retirement

Rising health care costs are leading financial advisors to discuss the advantages of Health Savings Accounts (HSAs) for clients to help pay for health care costs during retirement. In a recent blog post, we highlighted the growing costs retirees are expected to face from medical health care costs not covered by Medicare and custodial health…

Palm Beach Sheriff Office Employees Embarks on VEBA Plan to Manage Health Care Costs in Retirement

The Police Benevolent Association (PBA), for employees of Palm Beach Sheriff Office (PBSO), has established a Voluntary Employee’s Beneficiary Association (VEBA) Plan for its deputies and employees, effective July, 1 2016. VEBAs are IRS qualified, tax-free trust funds established to underwrite the future costs retired employee health insurance costs and almost any other future employee…

FRS Pension Plan Retirees Face Significant Risks from Uninsured Health and Custodial Care Costs

In a recent client meeting to discuss retirement planning with a FRS retiree we reviewed the employer benefits designed to subsidize health care costs during retirement. The retirement benefit provides significant sums to my client, but was it enough to offset expected health and custodial care costs? What we found is Florida Retirement System (FRS)…

New Department of Labor Rules Provides Greater Transparency for Investors Concerning Retirement Investment Advice

New Department of Labor (“DOL”) rules have been enacted to provide greater transparency for investors concerning retirement plan investment advice. On April 8, 2016, the DOL defined the term “fiduciary”, as it relates to the new conflict of interest rule concerning “retirement investment advice”, designed to protect investor retirement accounts. The new DOL changes…

Health Savings Accounts Can Provide Significant Tax Advantages to Pay for Health Care Costs During Retirement

Palm Beach Sheriff Office Employees Embarks on VEBA Plan to Manage Health Care Costs in Retirement

FRS Pension Plan Retirees Face Significant Risks from Uninsured Health and Custodial Care Costs

New Department of Labor Rules Provides Greater Transparency for Investors Concerning Retirement Investment Advice

Recent posts

The Impact of Elections on the Markets and Tax Policy

Tax Loss Harvesting Provides Investors Tax Alpha for Investment Portfolios in 2024 Tax Year?

Global vs. International: What’s the Difference?

Categories

Archives