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.