Oct 3, 2018
With the cost of health care steadily rising across America, planning for this expense has become a focal point in many financial plans. Investors and their advisors are turning to HSAs, or health savings accounts, and their tax benefits to address the specific cost in retirement.
Peter Stahl, author of Top of the First: The Convergence of Healthcare and Financial Planning, joins the podcast to discuss the use of health savings accounts as a tax-advantaged savings and investment account for healthcare expenses. In addition, he discusses how you, as an advisor, can help put these strategies to work for your clients.
For full show notes and links mentioned in this episode, visit https://www.bmogam.com/us-en/advisors/news-and-insights/health-savings-accounts-a-strategic-retirement-tool/.