Clients Forced to Make Roth Catch-Up Contributions? Consider HSAs

Concerned about an AI bubble? Sign up for The Daily Upside for smart and actionable market news, built for investors. The average financial advisor isn’t a health insurance expert, but if there’s one tool they should understand, it’s a health savings account. HSAs not only boast a rare triple tax benefit, they also offer significant flexibility as a retirement planning tool, especially for the wealthy. In fact, the significant long-term tax savings HSAs can generate for higher-income earners have caught t ...