Beyond Bulls & Bears

PODCAST: Health Savings Accounts: How They Work and Are They Right for You
Education

PODCAST: Health Savings Accounts: How They Work and Are They Right for You

Many individuals may not realize how health savings accounts (HSAs) work, and how they can be powerful savings tools, even into retirement. Our Kevin Murphy, Head of Strategic Accounts, Defined Contribution Investment Only Division – US, sits down with Jamie Greenleaf, lead advisor and principal with Cafaro Greenleaf, in our latest Talking Markets podcast to discuss the ins and outs of HSAs.

Health Savings Accounts: The Intersection of Retirement and Health Care
Education

Health Savings Accounts: The Intersection of Retirement and Health Care

The increasing costs of health insurance borne by employees and employers alike has spawned a variety of plans and strategies to help manage the expenses. Among these are health savings accounts (HSAs), which first came onto the scene in 2003. HSAs allow individuals who are covered by high-deductible health plans to receive tax-preferred treatment of money they have saved for medical expenses. Kevin Murphy, national retirement plan strategist, explains the benefits of HSAs, and how they can even help build your retirement savings.

Tax Reform and the Possible Impact on Retirement
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Tax Reform and the Possible Impact on Retirement

US tax reform looks to impact many areas of our lives, and one of these could be the way Americans save and invest for retirement. As we wait for Congress to refine and vote on the latest tax proposals, Drew Carrington, head of Institutional Defined Contribution at Franklin Templeton Investments, breaks down how lawmakers might target retirement dollars for tax revenue. And, he outlines potential changes to our current retirement system that he believes might not be in the best interests of all future retirees.

The Least-Known Tax Break?
Education

The Least-Known Tax Break?

Gail Buckner, CFP, our personal retirement and financial planning strategist, walks through a little-known tax credit called the “Saver’s Credit” you may want to learn more about.

Aging Populations Around the World Heighten Need for Retirement Planning
Education

Aging Populations Around the World Heighten Need for Retirement Planning

Michael Doshier Vice President, Retirement Marketing, Franklin Templeton Investments An increase in longevity rates around the world is certainly ...

Saving for Retirement Stage 3: Making Retirement Funds Last as Long as You Do

Saving for Retirement Stage 3: Making Retirement Funds Last as Long as You Do

Saving for Retirement Stage 2: The Sandwich Generation

Saving for Retirement Stage 2: The Sandwich Generation