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Tax and financial planning news from around the web: Jan. 3 – Feb. 3, 2023

Written on Feb 3, 2023

How to take advantage of ’10-year averaging’ in new retirement tax rules 
A taxpayer may qualify for “ten-year averaging” when they receive a lump-sum distribution from a qualified plan. 

9 facts about HSAs that might surprise your clients 
Consumers are realizing the potential power of HSAs, including as a significant wealth-building tool. Here are nine facts about HSAs that many account holders don't know but are key to making the most of this important retirement planning tool.