Bank Investment Consultant

Healthcare

• HSA Demand Up Since Enactment of Health Care Bill

  July 12, 2010

  Demand for health savings accounts seems to be reviving after a long period of inertia that preceded the passage of health care reform.

• Healthcare Reform Presents A Tax-Planning Opportunity

  June 1, 2010

  Advisors with wealthy clients have some time to prepare their plans for this forthcoming tax hit-neither tax kicks in until 2013. Before that happens, advisors should consider a couple of tax-planning strategies that would minimize their clients' exposure.

• Half of Workers Fear Bad Health in Retirement

  May 20, 2010

  Mounting concern over the cost of healthcare could open doors for retirement planners.

• Healthcare Reform Presents a Tax-Planning Opportunity

  May 4, 2010

  With Medicare tax on the way, municipal bonds and Roth IRAs could prove key tools in wealthy clients’ tax-planning strategies.

• Healthcare Reforms Leaves Advisors Wary About Economy

  April 27, 2010

  Despite a mid-month surge from the Dow Jones Industrial Average, advisor confidence in the economy leveled off in April as many financial consultants worried about the impact of health care reform.

• Retirement, Healthcare Continue to Concern Affluent

  April 20, 2010

  According to Bank of America Corp.’s Merrill Lynch Affluent Insights Quarterly survey, affluent investors have become slightly less concerned about the economy’s impact on their ability to meet financial goals, but issues related to retirement and healthcare rank highest among financial concerns.

• Long-Term Care: A Silent Concern

  April 13, 2010

  Despite the potential heavy burden that long-term care could place on many Americans during retirement, very few have actually planned for it, according to a survey by Genworth Financial.

• Retiring Couples Will Need $250K for Medical Expenses

  April 6, 2010

  According to a survey, only three out of 10 retirees saved for health care during their working years.

• HSAs Unlikely to Cover Health Costs in Retirement

  April 5, 2010

  Health savings accounts are unlikely to cover healthcare costs in retirement unless contribution limits on the plans are raised and interest rates rise, the nonpartisan Employee Benefit Research Institute said in a new report.

• Recession Increases Demand For Retirement Advice

  December 8, 2009

  Financial Planners gained four to ten new retirement income clients in the last year.

• AARP Backs Advancement of Senate Reform Bill

  December 4, 2009

  Efforts to pass sweeping health care reform got a boost as the AARP said it would oppose efforts to slow health care reform in the Senate. The group sent a letter to Senators asking them to turn down a request by Sen. John McCain (R.—Ariz.) to return the bill to committee. McCain’s amendment would rescind the nearly $500 billion in Medicare spending reductions contained in the Patient Protection and Affordable Care Act, which is being pushed to a vote by Senate Majority Leader Harry Reid (D.—Nev.).

• The Hartford Survey: Battered Investors Reconceptualize Retirement

  December 3, 2009

  The Hartford polled 751 Americans age 45 or older for the survey on attitudes to retirement.

• Senate Health Bill Contains Tax on Cosmetic Surgery

  November 20, 2009

  Senate Majority Leader Harry Reid, D-Nev., introduced the Senate’s version of the health care reform bill, which includes a new 5 percent tax on elective cosmetic surgery.

• Report Finds $1.8M in Erroneous Health Tax Credits

  November 6, 2009

  At least 1,260 individuals appear to have erroneously claimed about $1.8 million in Health Coverage Tax Credits on their 2007 returns.

• House Assembles $894 Billion Health Care Bill

  November 2, 2009

  House Democrats unveiled their health care reform package after assembling the various components passed this summer by three separate committees.

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