E.g., 01/28/2021
E.g., 01/28/2021
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  | Protection

Your IRA can help fund your HSA

Health savings accounts (HSAs) are perhaps the best retirement planning tool available. Most people aren’t aware that if you’re looking for cash to fully fund the year’s HSA contribution, a transfer from an IRA might do the job.
You're interviewing for a new job, and you ask whether the company offers a retirement account. The employer says yes, and you move on to other topics. When you accept the job, you enroll in the retirement account and begin making contributions, but later on, you're disappointed by your savings.
There's a burgeoning movement spearheaded by millennials called FIRE, which stands for Financial Independence, Retire Early. In numerous blogs, FIRE proponents share stories about retiring in their 30s and the ways to achieve it. Country living, simplicity, leisure, freedom -- here we come.
Social Security provides a guaranteed source of income in retirement, but what many don't realize is that you're not guaranteed to keep it all. Some retirees owe taxes on their Social Security benefits, but it all depends on your income. Here's a closer look at how your retirement fund withdrawals play into all of this.
  | Retirement

The SECURE Act Key Changes and FAQs

These FAQs provide a summary of some of the changes within the SECURE Act. Several of these provisions will require interpretation from the IRS and other agencies. As with all financial matters, you should contact tax and financial professionals as it relates to your own personal circumstances.

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