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HSAs next cash cow for 401(k) plan advisers: expert

November 16, 2017

Financial advisers who manage a company's retirement plan should try to fill the same role for the firm's health savings accounts — a move that would position them to take part in one of the fastest growing areas of wealth management, an expert...

Schwab execs sound off on Bitcoin, HSAs and Morgan Stanley exit from broker protocol

November 15, 2017

Bitcoin may be quickly gaining popularity as an emerging investment, but it's more likely to be disrupted by governments than to be a disrupter itself, a Charles Schwab & Co. Inc. executive said on Wednesday. Since the beginning of the year,...

Trump moves to undermine Obamacare

October 12, 2017

President Donald J. Trump began his own effort to undo major parts of the Affordable Care Act after Republican leaders in Congress failed to repeal and replace his predecessor's signature legislative accomplishment. Mr. Trump's directive, signed...

How We're Investing in the Search for a Cancer Cure

October 6, 2017

I hate cancer. I've lost one too many friends to this insidious disease and I've made it a priority to be part of the effort to find a cure for it. Every day, I draw motivation from the people I've lost in my work as Portfolio Manager of Oppenheimer...

Retiree health care costs up 6%, new study finds

August 24, 2017

In a perfect world, the largest expenses in retirement would be for fun things like travel and entertainment. In the real world, retiree health-care costs can take an unconscionably big bite out of savings. A 65-year-old couple retiring this...

Good health is key to retirement security

August 8, 2017

The key to retirement security has traditionally focused on money. But lately, the discussion has embraced health as an increasingly important component in the retirement security equation. In fact, health status during working years and health-care...

Health care reform could affect muni bonds

August 8, 2017

How might proposed health care reform affect municipal bond credit quality? James Dearborn explains. Download transcript The views expressed are as of April 2017, may change as market or other conditions change and may differ from views expressed...

GOP to keep Obamacare taxes on wealthy in latest health-care bill: sources

July 11, 2017

Senate Republican leaders dropped provisions that would repeal two taxes on high earners in a revised draft of their health-care bill sent to the Congressional Budget Office, according to GOP senators. Republican leaders are now planning to...

Health-insurance reform uncertainty hampers advisers' ability to counsel to clients

July 8, 2017

The failure of congressional Republicans to pass a health-insurance reform bill to replace the Obama administration's Affordable Care Act has complicated the lives of financial planners and investment advisers in many ways. The most obvious...

5 ways to ensure an HSA isn't subject to ERISA

July 7, 2017

Health savings accounts are swelling in popularity, and their growth could accelerate, depending on the fate of health-care changes currently being debated on Capitol Hill. Retirement plan advisers have taken notice: Observers say that lawmakers'...

Health savings accounts becoming the new IRAs

July 6, 2017

With more than $40 billion in total assets, health savings accounts are starting to add up to real money, which could represent another area of opportunity and responsibility for financial advisers. Today, only about 4% of HSA savers are moving...

Morningstar's first study of 10 largest HSAs reveals so-so performance

June 27, 2017

In its first assessment of major health savings account plan providers, Morningstar found that only plans from The HSA Authority earned a positive assessment as both an investment vehicle to save for future medical expenses and as a spending...

Retiree health care costs rising faster than Social Security benefits

June 14, 2017

Health care costs in retirement are rising twice as fast as the average annual increase in Social Security benefits, putting a crucial source of retirement income on a collision course with one of the biggest expenses retirees face. Over time,...

Advisers want Congress to increase HSA contribution limits

May 22, 2017

If any part of the House's health care reform bill survives in the Senate, it could be a provision that lifts the ceiling on health savings accounts, a move that some advisers welcome. Under the House bill, the contribution limit would be doubled...

Include health savings accounts in fiduciary process

May 4, 2017

It is anyone's guess how the partisan fight in Congress over health care will eventually shake out, but one trend that financial advisers need to pay particularly close attention to is the rise of health savings accounts. HSAs, which are increasingly...

Tips for managing clients' health care expenses in retirement

March 27, 2017

Survey after survey shows that health care expenses in retirement are a top concern for clients, and financial advisers are finally taking notice. According to a 2017 Survey conducted by The American College of Financial Services, advisers reported...

Tax cut optimism may be overblown

March 22, 2017

Even if new health-care legislation makes it through the House and Senate, the timing is likely to push tax reform into next year, pushing tax cuts further into the future, says Wall Street Journal columnist Justin Lahart. "Investors who are...

Advisers embrace elimination of Obamacare taxes, question GOP replacement plan

March 7, 2017

Financial advisers endorse the elimination of taxes that funded the Affordable Care Act but wonder about the extent of the health insurance coverage that will result from the House Republican substitute plan. The House Ways and Means and Energy...

Strict timeline governs health savings accounts and Medicare

February 28, 2017

Many clients have chosen to enroll in health savings accounts (HSAs) because they like the triple tax savings that HSAs offer when paired with a high-deductible health insurance plan. But things can get very complicated when clients approach...

Medicare enrollment ends HSA eligibility

February 9, 2017

As many clients continue to work beyond the traditional retirement age of 65, financial advisers are often confronted with questions about the interaction of employer-provided health insurance, Medicare and health savings accounts. Health savings...

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