Matt Nowak, AIF®
Defined Contribution Specialist, Assistant Vice President
Get to Know Matt
A Health Savings Account (HSA) is a type of savings account that allows an individual to set aside pre-tax money to pay for qualified medical expenses, such as doctors, dentists, vision care, and prescriptions. Individuals are eligible to contribute to an HSA if they are covered under a High Deductible Health Plan (HDHP), most often offered by an employer.
This newsletter covers the growth of HSAs as a potential savings and investment vehicle for retirement, reviewing how HSAs work, contribution limits, and the recent trend by defined contribution plans to provide a consolidated holistic view of a participant’s retirement assets.
Equity market strength through the third quarter continues to challenge the common expectation going into the year. Cumulatively through September…
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