Don’t wait for Congress to act to help your clients with health care planning in retirement. Regardless of what comes out of Washington, we know that health care costs will be significant in retirement. Advisers can play an important role addressing the issue now by communicating the benefits of health savings accounts.
For clients to gain the maximum benefit from their HSA at retirement, they must rethink how they view the account and how they use it. Instead of seeing their HSA as their go-to fund for immediate medical needs, they should view their HSA as an additional form of retirement savings.
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