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Medicare & HSAs: A Common Pitfall

Discontinue HSA contributions at least 6 months prior to Medicare enrollment.

Designed for advisors who want partnership, clarity, and a reliable resource to help them deliver exceptional value to their clients. Sign up for the Advisor Exclusive Membership

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The Taxation of Social Security Benefits: From 1983 to the OBBBA Era

When Social Security was established in 1935, benefits were designed to be tax-free. But over time, as the system evolved and concerns about solvency grew, taxation entered the picture.

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HSAs: The Triple Threat in Retirement Planning

We often use the term “triple threat” to describe someone with exceptional talent in three areas—like an entertainer who can act, sing, and dance. But in the world of retirement planning, we find our own triple threat: the Health Savings Account (HSA).

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Qualified Charitable Distributions – A Great RMD Reduction Strategy

We’ve all heard the saying: It’s not what you make, but what you keep that matters. When it comes to retirement income planning, this can be looked at through the lens of generating tax-efficient income through various solutions and strategies. One such strategy is Qualified Charitable Distributions (QCDs).

Gated Content

Medicare & HSAs: A Common Pitfall

Discontinue HSA contributions at least 6 months prior to Medicare enrollment.

Designed for advisors who want partnership, clarity, and a reliable resource to help them deliver exceptional value to their clients. Upgrade to the Advisor Exclusive Membership.

Upgrade

Learn More

paid Membership

The Taxation of Social Security Benefits: From 1983 to the OBBBA Era

When Social Security was established in 1935, benefits were designed to be tax-free. But over time, as the system evolved and concerns about solvency grew, taxation entered the picture.

paid Membership

HSAs: The Triple Threat in Retirement Planning

paid Membership

Qualified Charitable Distributions – A Great RMD Reduction Strategy

Gated Content

Medicare & HSAs: A Common Pitfall

Discontinue HSA contributions at least 6 months prior to Medicare enrollment.

The Taxation of Social Security Benefits: From 1983 to the OBBBA Era

When Social Security was established in 1935, benefits were designed to be tax-free. But over time, as the system evolved and concerns about solvency grew, taxation entered the picture.

Articles & Insights

Medicare & HSAs: A Common Pitfall

The Taxation of Social Security Benefits: From 1983 to the OBBBA Era

HSAs: The Triple Threat in Retirement Planning

Qualified Charitable Distributions – A Great RMD Reduction Strategy

Medicare & HSAs: A Common Pitfall

The Taxation of Social Security Benefits: From 1983 to the OBBBA Era

HSAs: The Triple Threat in Retirement Planning

Qualified Charitable Distributions – A Great RMD Reduction Strategy

Medicare & HSAs: A Common Pitfall

The Taxation of Social Security Benefits: From 1983 to the OBBBA Era

HSAs: The Triple Threat in Retirement Planning

Qualified Charitable Distributions – A Great RMD Reduction Strategy

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