Month: August 2016

Transferring Balances into an HSA

By William G. (Bill) Stuart Director of Strategy and Compliance Aug. 18, 2016 HSA rules allow accountholders to move some funds from other tax-advantaged accounts into their HSAs. These rules give accountholders greater flexibility in managing their overall investment portfolio. They also reinforce the important notion that HSAs are an excellent savings and investment vehicle and.. Read more

Politics, the Election and Health Care Converge

By William G. (Bill) Stuart Director of Strategy and Compliance Aug. 4, 2016 Now that the political conventions have concluded, it’s time to focus on the general election. It’s safe to say that this year’s version will be unlike any we’ve experienced in our lifetimes, regardless of your age. November’s election will bring change. We’ll.. Read more