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Retirement Tax Planning: Why It Matters as Much as Ever

May 14, 2025 by admin

For most of us, retirement planning revolves around saving and investing enough to enjoy a comfortable, worry-free life once we stop working. But many retirees overlook a key piece of the puzzle: tax planning. Even after retirement, tax management plays a crucial role in stretching your savings and making the most of your retirement income. […]

Filed Under: Retirement

An HSA Can Also Be Used to Save for Retirement

December 20, 2024 by admin

HSA, health savings account symbol. Wooden cubes with words 'HSA, health savings account'. Stethoscope. Wooden background. Medical and HSA, health savings account concept. Copy space.

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

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