Results for "health care"

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Health-insurance reform uncertainty hampers advisers' ability to counsel to clients

July 8, 2017

The failure of congressional Republicans to pass a health-insurance reform bill to replace the Obama administration's Affordable Care Act has complicated the lives of financial planners and investment advisers in many ways. The most obvious...

5 ways to ensure an HSA isn't subject to ERISA

July 7, 2017

Health savings accounts are swelling in popularity, and their growth could accelerate, depending on the fate of health-care changes currently being debated on Capitol Hill. Retirement plan advisers have taken notice: Observers say that lawmakers'...

Health savings accounts becoming the new IRAs

July 6, 2017

With more than $40 billion in total assets, health savings accounts are starting to add up to real money, which could represent another area of opportunity and responsibility for financial advisers. Today, only about 4% of HSA savers are moving...

Morningstar's first study of 10 largest HSAs reveals so-so performance

June 27, 2017

In its first assessment of major health savings account plan providers, Morningstar found that only plans from The HSA Authority earned a positive assessment as both an investment vehicle to save for future medical expenses and as a spending...

Retiree health care costs rising faster than Social Security benefits

June 14, 2017

Health care costs in retirement are rising twice as fast as the average annual increase in Social Security benefits, putting a crucial source of retirement income on a collision course with one of the biggest expenses retirees face. Over time,...

Advisers want Congress to increase HSA contribution limits

May 22, 2017

If any part of the House's health care reform bill survives in the Senate, it could be a provision that lifts the ceiling on health savings accounts, a move that some advisers welcome. Under the House bill, the contribution limit would be doubled...

Include health savings accounts in fiduciary process

May 4, 2017

It is anyone's guess how the partisan fight in Congress over health care will eventually shake out, but one trend that financial advisers need to pay particularly close attention to is the rise of health savings accounts. HSAs, which are increasingly...

Tips for managing clients' health care expenses in retirement

March 27, 2017

Survey after survey shows that health care expenses in retirement are a top concern for clients, and financial advisers are finally taking notice. According to a 2017 Survey conducted by The American College of Financial Services, advisers reported...

Tax cut optimism may be overblown

March 22, 2017

Even if new health-care legislation makes it through the House and Senate, the timing is likely to push tax reform into next year, pushing tax cuts further into the future, says Wall Street Journal columnist Justin Lahart. "Investors who are...

Advisers embrace elimination of Obamacare taxes, question GOP replacement plan

March 7, 2017

Financial advisers endorse the elimination of taxes that funded the Affordable Care Act but wonder about the extent of the health insurance coverage that will result from the House Republican substitute plan. The House Ways and Means and Energy...

Strict timeline governs health savings accounts and Medicare

February 28, 2017

Many clients have chosen to enroll in health savings accounts (HSAs) because they like the triple tax savings that HSAs offer when paired with a high-deductible health insurance plan. But things can get very complicated when clients approach...

Medicare enrollment ends HSA eligibility

February 9, 2017

As many clients continue to work beyond the traditional retirement age of 65, financial advisers are often confronted with questions about the interaction of employer-provided health insurance, Medicare and health savings accounts. Health savings...

Health savings accounts front and center amid Obamacare repeal efforts

January 12, 2017

With Republicans in Congress moving aggressively toward replacing all or major parts of Obamacare, health savings accounts are expected to become a centerpiece of managing health care-related expenses going forward. As part of the campaign to...

Where will Medicare costs go in 2017?

November 7, 2016

People are asking me where Medicare costs, specifically Part B premiums and Part B and D high-income surcharges, are going in 2017. While the final numbers have not yet been released, we know that Medicare costs have been going up dramatically....

My client's Medicare coverage has been canceled, now what?

October 7, 2016

This is the time of year when everyone who already has a stand-alone Medicare Part D prescription drug plan or a Medicare Part C Advantage plan that includes Part D gets a letter from their current plan. There are two types of letters. Most...

Self-funding employee health care pays off for some small businesses

October 5, 2016

The rising price of health-care premiums has more companies paying for their employees' medical expenses themselves rather than buying traditional health plans from insurers. Advisers should be aware of what the option entails for their small-business-owner...

Nationwide to buy Jefferson National

September 28, 2016

Nationwide has agreed to buy Jefferson National, a distributor of variable annuities for clients of registered investment advisers. The acquisition, which expands Nationwide's ability to sell financial products through Jefferson National's network...

Grappling with retirement health costs

September 25, 2016

It is fairly well-known that Americans are living longer and that medical costs are climbing. How advisers are dealing with these two trends is less clear. There is a good reason why, in the opening paragraph of his cover story last week, InvestmentNews...

Now is the time for an annual Medicare check-up

September 9, 2016

Just like it's a good idea to have an annual check-up for your health, it's smart to have a Medicare check-up to make sure the coverage will work when folks need it, and not break the bank. The best time of year for everyone in Medicare to have...

The alphabet soup of Medicare enrollment periods

August 12, 2016

There are many enrollment periods for the various parts of Medicare. These windows of opportunity provide beneficiaries the chance to sign up for Medicare coverage. It is critical to understand these enrollment periods, which involve requirements...

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